Capital Flow Monitor · Placement agents
James D. Kaplan
Registered representative · M Holdings Securities · CRD 001184946
Real-estate raises
0
Lodging raises
0
All raises seen
1
Total offered
$0
Licensed / soliciting in: CT
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2025-12-31 | PACIFIC LIFE INSURANCE CO CA | Insurance | 506(b) | — | — |