Capital Flow Monitor · Placement agents
William Schertz
Registered representative · M Holdings Securities · CRD 1923047
Real-estate raises
0
Lodging raises
0
All raises seen
1
Total offered
$0
Licensed / soliciting in: DE
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2025-10-27 | Protective COLI PPVUL AL | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |