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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-20 |
| MI | RA | APPROVED | 2025-09-02 |
| CA | RA | APPROVED | 2025-07-18 |
| PA | RA | APPROVED | 2025-05-29 |
| AK | RA | APPROVED | 2025-02-17 |
| MD | RA | APPROVED | 2024-08-06 |
| AZ | RA | APPROVED | 2024-05-10 |
| NY | RA | APPROVED | 2024-05-01 |
| FL | RA | APPROVED | 2023-09-08 |
| NJ | RA | APPROVED | 2023-08-01 |
Branch Locations
28 Franklin Place Floor 1, Morristown, NJ 07960 • United States
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 |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 06/2023 | Present |
| Lebanon Valley College. Full Time Education Prior To This. | Annville | PA | 09/2003 | 05/2022 |
| Usa Hockey | Colorado Springs | CO | 08/2022 | 05/2023 |
| Madison And Main Advisors | Madison | NJ | 07/2023 | 01/2026 |
| Madison Legacy Partners, Llc | Morristown | NJ | 01/2026 | Present |
1. Madison Legacy Partners, LLC; 28 Franklin Place Floor 1 Morristown, NJ 07960; M Financial Member Firm Affiliation; Investment Related; Agent; Investment advisory accounts, annuities, life insurance; 1/1/2026; 170 hours per month; 125 hours per month during trading hours. 2. USA Hockey; 1775 Bob Johnson Dr Colorado Springs, CO 80906; M Financial Member Firm Affiliation; Non-Investment Related; Refereeing hockey games for various age groups; 7/29/2026; 40 hours per month; 0 hours per month during trading hours; Compensation $10K annually received.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-02 |
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