Capital Flow Monitor · Placement agents
Daphne Boyle
Registered representative · M HOLDINGS SECURITIES, INC. · CRD 4559660
Real-estate raises
0
Lodging raises
0
All raises seen
3
Total offered
$0
Licensed / soliciting in: CA MA MD NV SD
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-23 | John Hancock Life Insurance Co (U.S.A.) Separate Account PPM1-T MA | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-06-23 | JOHN HANCOCK VARIABLE LIFE ACCOUNT PPM1-V MA | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |