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Advisor at M HOLDINGS SECURITIES, INC.
PORTLAND, OR | Macomb, MI | DETROIT, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Feb 4, 2020 | n/a | yes | PORTLAND, OR|DETROIT, MI|Macomb, MI | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 26, 2018 | Jan 23, 2020 | no | NOVI, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | M HOLDINGS SECURITIES, INC. | Jan 23, 2020 | Feb 4, 2020 | 12 | Firm change | Ibd to ibd |