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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-26 |
| PA | RA | APPROVED | 2026-06-25 |
| AZ | RA | APPROVED | 2026-06-22 |
| CO | RA | APPROVED | 2026-06-16 |
| MO | RA | APPROVED | 2026-04-01 |
| NV | RA | APPROVED | 2026-04-01 |
| CA | RA | APPROVED | 2026-03-04 |
| MD | RA | APPROVED | 2026-03-04 |
| NC | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
| OH | RA | APPROVED | 2026-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington, D.C. | OH | 06/2023 | 08/2023 |
| Mchenry Advisers, Inc. | Columbus | OH | 03/2024 | Present |
| Miller Lloyd Dds | Cincinnati | OH | 06/2018 | 08/2018 |
| Skyline Chili | Cincinnati | OH | 03/2019 | 04/2019 |
| Rooted Juicery + Kitchen | Cincinnati | OH | 11/2019 | 08/2020 |
| Saint Ursula Academy | Cincinnati | OH | 08/2016 | 05/2020 |
| The Ohio State University | Columbus | OH | 08/2020 | 05/2024 |
| Babysitter | Cincinnati & Columbus | OH | 01/2019 | 08/2024 |
| Lion Street Advisors | Austin | TX | 04/2025 | 11/2025 |
| Cabana On The River | Cincinnati | OH | 05/2019 | 08/2019 |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | 01/2026 |
| M Holdings Securities, Inc. | Portland | OR | 01/2026 | Present |
1) MQP Strategies LLC dba McHenry Advisers, Inc.; 4960 Dublin Granville Rd, Ste 110, Westerville, OH 43081; M Financial Group Member Firm Employee; Investment related; Employee of co-owned company, McHenry Investment Services LLC which also operates under the dba name McHenry Advisers, Inc.; 1/30/2026; 80 ho/mo; 65 ho/mo during trading hours. 2) McHenry Investment Strategies, LLC dba McHenry Advisers, Inc.; 134 East Main Street, New Albany, OH 43054; Investment related; Investment Advisor; Investment advisory services through M Holdings Securities; 1/2/2026; 80 ho/mo; 65 ho/mo during trading hours. 3) McHenry Advisers, Inc.; 4960 Dublin Granville Rd, Ste 110, Westerville, OH 43081; Third Party Administrator; Not investment related; Tax Strategy Specialist; 3/18/2024; 80 ho/mo; 65 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
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