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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2016-04-14 |
Branch Locations
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
609 E. Tan Tara Circle, Ste 101, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 03/2016 | Present |
| Mcdowell Financial Group | Sioux Falls | SD | 03/2016 | Present |
1) Tan Tara Partners, LLC; 609 East Tan Tara Circle, Sioux Falls, SD 57108; Owner/Manager; Own & manage building my office occupies; Not Investment Related; 02/2010; 0 hours/month; 0 hours/month during business hours. 2) Avera McKennan Foundation, 1325 South Cliff Avenue, Plz 4, Sioux Falls, SD 57117; Board Member; Outside insurance brokerage; Not Investment Related, 01/27/2014; 2 hours/month; 2 hours/month during business hours. 3) Huether Family Match Pointe Board of Directors; 4210 North Bobhalla Drive, Sioux Falls, SD 57107; Board Member; Not Investment Related; Immediate Past Chair; Attend meetings; 2017; 2 hours/month; 1 hour/month during trading hours. 4) New West Insurance; 609 East Tan Tara Circle, Sioux Falls, SD 57108; Insurance; Investment Related; Agent; Occasional conversion of term life insurance; 12/07/2018; 1 hour/month; 1 hour/month during trading hours. 5) McDowell Financial Group; 609 East Tan Tara Circle, Sioux Falls, SD 57108; Owner/President; Provide clients with life insurance policies/advice; Investment Related; 04/2016; 180 hours/month; 180 hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-14 |
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