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Advisor at HUMAN INVESTING
LAKE OSWEGO, OR
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 |
|---|---|---|---|---|---|---|
| HUMAN INVESTING | Mixed wealth | Dec 11, 2025 | n/a | yes | LAKE OSWEGO, OR | Current employment |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Dec 2, 2019 | Dec 5, 2025 | no | PORTLAND, OR | Previous registration |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Former SEC adviser | Mar 21, 2018 | Oct 7, 2019 | no | Portland, OR|OLYMPIA, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | HUMAN INVESTING | Dec 5, 2025 | Dec 11, 2025 | 6 | Firm change | Ibd to RIA |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | M HOLDINGS SECURITIES, INC. | Oct 7, 2019 | Dec 2, 2019 | 56 | Firm change | RIA to ibd |