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126 Seven Farms Drive Ste 150, Daniel Island, SC 29492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-06-04 |
Branch Locations
126 Seven Farms Drive Ste 150, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Mt. Pleasant | SC | 02/2012 | 07/2021 |
| Harbour Wealth Management Group, Inc. | Daniel Island | SC | 08/2021 | Present |
| M Holdings Securities, Inc. | Daniel Island | SC | 10/2021 | Present |
1) Name of Business: M Holdings Securities, Inc Address: Daniel Island, SC Position/Title: Registered Representative Investment Related: Yes Start Date: 10/15/2021 Hours per month devoted to this business during trading hours: 10 Description of duties: Insurance and Variable annuity sales 2) Harbour Wealth Management Group, Inc; 126 Seven Farms Dr, Ste.150, Daniel Island, SC 29492; M Financial Group Member Firm, Insurance; Investment Related; Managing Director, Chief Compliance Officer; Compliance and Insurance sales; 10/1/2021; 160 ho/mo; 160 ho/mo during trading hours. 3) Harbour Wealth Management Group, Inc.; 126 Seven Farms Dr., Ste 150, Daniel Island, SC 29492; RIA; Investment related; Managing Director, Wealth Management Advisor, Managing Director/Wealth Management Advisor; Keeping Harbour Wealth Management compliant, all firm trading, and growing the business; 6/4/2021; 160 ho/mo; 160 ho/mo during trading hours. 4) HWMRE, LLC; 126 Seven Farms Dr Suite 150 Daniel Island, SC 29492; Entity Ownership; Not Investment Related; Directing Member; Manage real estate; 12/28/2023; 1 hour per month; 1 hour per month during trading hours. 5) FIRST CITIZENS DANIEL ISLAND PLAZA PROPERTY OWNERS ASSOC.; 126 Seven Farms Dr, Ste. 150, Charleston SC 29429; Board of Directors for Property Owners Assoc.; Not investment related; Secretary; Taking notes at meetings and voting for the rest of the POA members; 1/21/2025; 1 hour per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-21 |
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