Capital Flow Monitor · Placement agents
M Holdings Securities
Firm · CRD None
Real-estate raises
0
Lodging raises
0
All raises seen
3
Total offered
$0
Licensed / soliciting in: AL CT DE FL IL KS LA MA NV NY PA SC VA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-02-20 | AMERICAN GENERAL LIFE INSURANCE CO TX | Insurance | 506(b) | — | — |
| 2025-12-01 | ZALICONY HNW PPVA Series Account - 1 NY | Insurance | 506(c) | — | — |
| 2025-12-01 | HNW PPVA Series Account - 1 IL | Insurance | 506(c) | — | — |