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Advisor at M HOLDINGS SECURITIES, INC.
Naples, FL | CORAL GABLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Aug 5, 2004 | n/a | yes | CORAL GABLES, FL|Naples, FL | Current employment |
| INTEGRATED WEALTH SERVICES, INC | n/a | Nov 13, 2003 | Dec 31, 2025 | no | CORAL GABLES, FL|CORAL GABLES, FL|CORAL GABLES, FL | Previous registration |
| INVESTACORP ADVISORY SERVICES INC | Former SEC adviser | Oct 16, 2000 | Dec 31, 2003 | no | CORAL GABLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRATED WEALTH SERVICES, INC | M HOLDINGS SECURITIES, INC. | Dec 31, 2025 | Aug 5, 2004 | -7,818 | Firm change after gap | Other |
| INVESTACORP ADVISORY SERVICES INC | INTEGRATED WEALTH SERVICES, INC | Dec 31, 2003 | Nov 13, 2003 | -48 | Firm change after gap | Other |