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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-21 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harwood Advisory Group, Llc | Largo | FL | 05/2018 | 12/2018 |
| Robert W. Baird | Tampa | FL | 06/2017 | 08/2017 |
| Full Time Student | Tampa | FL | 01/2013 | 04/2018 |
| M Holdings Securities, Inc. | Portland | OR | 06/2023 | Present |
| M Holdings Securities, Inc. | Tampa | FL | 01/2019 | 05/2023 |
| Mezrah Financial | Tampa | FL | 06/2023 | Present |
1) Mezrah Financial; 5350 W. Kennedy Blvd., Tampa FL 33609; Member Firm Affiliation; Investment Related; Financial Analyst; Research, case design, proposals, account-opening paperwork; 06/23/2023; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-01 |
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