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.

Current firm

M HOLDINGS SECURITIES, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 15, 1980earliest registration or exam on IAPD

Years in industry

45derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

5

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Oct 15, 1980

First registration

Mar 11, 1999

Dual registered

yes, broker-dealer

IAPD individual key

709455

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0814dbc3-9cdd-d986-1768-0decbda3cc12

First observed

Mar 11, 1999

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.