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300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-06 |
Branch Locations
300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities | Portland | OR | 05/2017 | Present |
| Erben Associates | Austin | TX | 06/2017 | Present |
| Trinity Episcopal School Austin | Austin | TX | 07/2016 | 06/2017 |
| M Holdings Securities | Portland | OR | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-30 |
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