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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 |
|---|---|---|---|
| SD | RA | APPROVED | 2026-04-01 |
| DC | RA | APPROVED | 2023-03-02 |
| FL | RA | APPROVED | 2006-10-26 |
Branch Locations
325 N. Williamson Blvd Suite 120, Daytona Beach, FL 32114 • 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 |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 06/2006 | Present |
1) Executive Compensation Group, LLC; 325 North Williamson Blvd., Suite 120, Daytona Beach, FL 32114; 06/2006; Registered rep/producer; Sales of securities, insurance and RIA business; Investment related; 100 hours/month; 100 hours/month during business hours; Commissions, RIA fees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-06 |
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