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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
2699 Howell Street Suite 1100, Dallas, TX 75204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Fredoria | Nacogdoches | TX | 05/2017 | 01/2018 |
| Stephen F. Austin State University | Nacogdoches | TX | 08/2014 | 12/2017 |
| Zipnac | Nacogdoches | TX | 02/2017 | 03/2017 |
| New York Life Insurance Company | Dallas | TX | 07/2018 | 08/2019 |
| Aflac | Lewisville | TX | 04/2018 | 08/2018 |
| Jpmorgan Securities Llc | Plano | TX | 08/2019 | 03/2021 |
| Unemployed | Dallas | TX | 02/2018 | 03/2018 |
| Axa Advisors Llc | Dallas | TX | 04/2018 | 06/2018 |
| Nylife Securities Llc | Dallas | TX | 01/2024 | 02/2025 |
| Dfw Management Group | Irving | TX | 05/2018 | 07/2018 |
| Nylife Securities Llc | Dallas | TX | 05/2021 | 01/2024 |
| New York Life Insurance Company | Dallas | TX | 05/2021 | 01/2024 |
| Unemployed | Forney | TX | 03/2021 | 04/2021 |
| M Holdings Securities, Inc. | Portland | OR | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-22 |
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