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 5, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Oct 5, 2000

First registration

Jan 20, 2022

Dual registered

yes, broker-dealer

Other names

Matthew Vincent Kasper

IAPD individual key

4246310

• Occurred

  May 10, 2024
  Advisor changed firm

  Matthew Kasper left Citigroup Global Markets Inc. for M Holdings Securities, Inc. (registered 2024-05-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fd43f09d-6ccc-fcc9-d5dc-fca68bcc653d

First observed

Jan 20, 2022

Last observed

Sep 15, 2026 6 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.