Capital Flow Monitor · Placement agents
Eric Naison-phillips
Registered representative · M Holdings Securities Inc. · CRD 5155539
Real-estate raises
0
Lodging raises
0
All raises seen
22
Total offered
$0
Licensed / soliciting in: AK AL AZ CA CO CT DC DE FL GA HI ID IL IN KY NJ NY SD
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-23 | John Hancock Variable Account PPM1-R MA | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2026-06-23 | John Hancock Life Insurance Co of New York Separate Account PPM1-B MA | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 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) | — | — |
| 2026-03-26 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |
| 2025-12-16 | Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co IN | Insurance | — | — | |
| 2025-12-15 | Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co IN | Insurance | — | — | |
| 2025-12-10 | LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT Z IN | Insurance | — | — | |
| 2025-09-12 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |