Capital Flow Monitor · Placement agents
James Wagner
Registered representative · M Holdings Securities, Inc. · CRD 1443094
Real-estate raises
0
Lodging raises
0
All raises seen
1
Total offered
$0
Licensed / soliciting in: OK
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2025-10-27 | Protective COLI PPVUL SV AL | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |