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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • MI RA
    APPROVED
    Since 2026-08-26
  • PA RA
    APPROVED
    Since 2026-06-25
  • AZ RA
    APPROVED
    Since 2026-06-22
  • CO RA
    APPROVED
    Since 2026-06-16
  • MO RA
    APPROVED
    Since 2026-04-01
  • NV RA
    APPROVED
    Since 2026-04-01
  • CA RA
    APPROVED
    Since 2026-03-04
  • MD RA
    APPROVED
    Since 2026-03-04
  • NC RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-04
  • OH RA
    APPROVED
    Since 2026-01-30

Branch Locations

134 East Main Street, New Albany, OH 43054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2023 → 08/2023
    Morgan Stanley
    Washington, D.C., OH
  • 03/2024 → Present
    Mchenry Advisers, Inc.
    Columbus, OH
  • 06/2018 → 08/2018
    Miller Lloyd Dds
    Cincinnati, OH
  • 03/2019 → 04/2019
    Skyline Chili
    Cincinnati, OH
  • 11/2019 → 08/2020
    Rooted Juicery + Kitchen
    Cincinnati, OH
  • 08/2016 → 05/2020
    Saint Ursula Academy
    Cincinnati, OH
  • 08/2020 → 05/2024
    The Ohio State University
    Columbus, OH
  • 01/2019 → 08/2024
    Babysitter
    Cincinnati & Columbus, OH
  • 04/2025 → 11/2025
    Lion Street Advisors
    Austin, TX
  • 05/2019 → 08/2019
    Cabana On The River
    Cincinnati, OH
  • 11/2025 → 01/2026
    Urbandale, IA
  • 01/2026 → Present
    Portland, OR
Previous Registrations
  • 2025-11-03 → 2026-02-03
    Urbandale, IA
  • 2025-07-15 → 2025-11-03
    Lion Street Advisors, Llc
    Columbus, OH
    Austin, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-03
  • S65 Uniform Investment Adviser Law Examination
    2025-03-03
Other Names
  • Peyton A Miller

View on SEC IAPD

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