Daniel Ryan Shannon

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2023-12-05
WA	RA	APPROVED	2023-02-01
FL	RA	APPROVED	2016-07-15

MI RA
APPROVED

Since 2023-12-05
WA RA
APPROVED

Since 2023-02-01
FL RA
APPROVED

Since 2016-07-15

Branch Locations

13710 Ben C Pratt Six Mile Cypress Parkway Suite 3, Fort Myers, FL 33912 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Meridian Financial Group, Llc	Fort Myers	FL	07/2016	Present
M Holdings Securities	Portland	OR	07/2016	Present

07/2016 → Present

Meridian Financial Group, Llc

Fort Myers, FL
07/2016 → Present

M Holdings Securities

Portland, OR

Previous Registrations

2010-11-05 → 2016-07-14

Equitable Advisors, Llc

Fort Myers, FL

Fort Myers, FL
2004-04-13 → 2010-11-03

Securian Financial Services, Inc.

Fort Myers, FL

Fort Myers, FL

Other Businesses

1) Meridian Financial Group, LLC; 13710 Ben C Pratt/Six Mile Cypress Parkway, Suite 3, Fort Myers, FL 33912; 10/10/2014; Managing member; Insurance sales through various companies; Investment related; 200 hours/month; 200 hours/month during business hours; Commissions, Wages/salary/tips, ICP payments, M financial stock. 2) Meridian Business Consultants, LLC; 13710 Ben C Pratt/Six Mile Cypress Parkway, Suite 3, Fort Myers, FL 33912; 06/16/2011; Owner/Consultant; Provide business consulting services to business owners; Not investment related; 4 hours/month; 4 hours/month during business hours; Wages/salary/tips. 3) Romper Stomper Air, LLC; 13710 Ben C Pratt/Six Mile Cypress Parkway, Suite 3, Fort Myers, FL 33912; 6/19/2013; Sole Member; Holding company that owns my airplane; Not investment related; 0 hours/month; 0 hours/month during business hours; No compensation. 4) 13710 Ben C Pratt, LLC; 13710 Ben C Pratt/Six Mile Cypress Parkway, Suite 3, Fort Myers, FL 33912; 7/16/14; Sole Member; Holding company that owns commercial real estate; Not investment related; 0 hours/month; 0 hours/month during business hours; No compensation. 5) 1933 SE 37th, LLC; 13710 Ben C Pratt/Six Mile Cypress Parkway, Suite 3, Fort Myers, FL 33912; 7/1/2016; Sole Member; Holding company that owns commercial real estate; Not investment related; 0 hours/month, 0 hours/month during business hours; Passive income. 6) Cypress Office Park Condo Association; 13710 Ben C Pratt/Six Mile Cypress Parkway, Suite 3, Fort Myers, FL 33912; 07/01/2014; President; Attend meetings, make decisions on maintenance to common areas. Co-Signer for association bank account; Not investment related; 1 hour/month; 0 hours/month during business hours; No Compensation.