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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

BELLE HARRIS

Advisor at M HOLDINGS SECURITIES, INC.

Myrtle Beach, SC | PORTLAND, OR | Dallas, TX

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Search this name across graphsid dfx:ria:7be48768-336a-217f-9f80-c673fd06bfe0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 23, 2016 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jul 16, 2013
First registration: Jun 23, 2016
Dual registered: yes, broker-dealer
Other names: BELLE CABALDA|ROSE BELLE ARAIZA CABALDA|Rosebelle Araiza Cabalda|Rose Belle Cabalda
IAPD individual key: 6151111

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Sep 8, 2023	n/a	yes	Myrtle Beach, SC\|Dallas, TX\|PORTLAND, OR	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 23, 2020	Aug 29, 2023	no	Westlake, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 23, 2016	Jun 6, 2018	no	Fort Worth, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 23, 2016	Apr 1, 2020	no	FORT WORTH, TX\|Westlake, TX\|WestLake, TX\|Westlake, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	M HOLDINGS SECURITIES, INC.	Aug 29, 2023	Sep 8, 2023	10	Firm change	Ibd to ibd
TD AMERITRADE, INC.	CHARLES SCHWAB & CO., INC.	Apr 1, 2020	Apr 23, 2020	22	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jun 6, 2018	Jun 23, 2016	-713	Bulk transfer	Other

Relationships

Registered with (4)

→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: current employment
Sep 8, 2023 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 23, 2020 to Aug 29, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 23, 2016 to Apr 1, 2020factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 23, 2016 to Jun 6, 2018factForm ADV

Dated events

Occurred
Aug 29, 2023
Advisor changed firm
Belle Harris left Charles Schwab & Co., Inc. for M Holdings Securities, Inc. (registered 2023-09-08)
Form ADVobserved 5 days ago