Best Investors
Account
Sign in
Best Investors
Account
Sign in
M Holdings Securities, Inc. CRD 43285
$3.21B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-03-28 |
| PA | RA | APPROVED | 2023-03-24 |
| NJ | RA | APPROVED | 2023-03-17 |
Branch Locations
131 Continental Dr., Ste 206, Newark, DE 19713 • 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 |
|---|---|---|---|---|
| Unum | King Of Prussia | PA | 11/2013 | 12/2019 |
| Newton One Advisors | Newark | DE | 01/2020 | Present |
1) Newton One, LLC; 131 Continental Drive, #206, Newark, DE 19713; 01/06/2020; Registered Representative/Advisor; Insurance and investment advisor; Investment Related; 100 hours/month; 100 hours/month during business hours; Commissions, Wages/Salary/Tips.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-09 |
Reach out to this advisor