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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-17 |
| UT | RA | APPROVED | 2023-12-21 |
| DC | RA | APPROVED | 2023-03-02 |
| MD | RA | APPROVED | 2002-09-18 |
Branch Locations
7315 Wisconsin Avenue Suite 250 E, Bethesda, MD 20814 • United States
Park City, UT • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenberg, Wexler & Associates | Washington | DC | 10/2001 | Present |
| M. Holdings Securities, Inc | Portland | OR | 07/2002 | Present |
1) Greenberg, Wexler & Eig; 4600 East West Highway, Suite 875, Bethesda, MD 20814; 10/2001; Founder and Principal; Sales & service of insurance and investment products; Investment Related; 160 hours/month; 160 hours/month during business hours; Ownership; Commissions; Wages/Salary. 2) The Vine Guy; 10100 Garden Way, Potomac, MD 20854; 06/2003; Wine Columnist; Write a weekly wine column for a daily newspaper; Not Investment Related; 12 hours/month; 0 hours/month during business hours; Wages/Salary/Tips. 3) Freedman Risk Management, LLC; www.freemandriskmanagement.com; 12/15/2016; Partner; Prospect market, promote personal lines of life insurance, including home, auto, plane, boat, collections; Not Investment Related; 2 hours/month, 2 hours/month during business hours; Profits. 4) DC Family Business Forum (DCFBF); http://www.dcfamilybusinessforum.com/; 6/13/2016; Sponsor; Speaking series event planning; Not investment related; 5 hours/month; 5 hours/month during business hours; No compensation. 5) Gateway Reserve Insurance Network (GRIN); 05/01/2019; Member; GRIN is used for marketing purposes only, no business conducted; Investment related; 15 hours/month; 10 hours/month during business hours; No compensation. 6) KPCW Radio; 460 Swede Alley, Ste 200, Park City, UT 84060; Radio Show; Not investment related; Co-host; Responsible for interviewing authors and scientists for a weekly one-hour segment for a public affairs radio show called Cool Science Radio on KPCW; 08/07/2025; 16 ho/mo; 2 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-21 |
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