Broker-dealer · Form D Item 12
M Holdings Securities, Inc.
M Holdings Securities, Inc. (FINRA CRD 43285) is named in Item 12 of the Form D filings for 4 DST offerings with a Top1031 record, from 2022 to 2026.
- FINRA CRD
- 43285
- DST offerings
- 4
- Sponsors
- 3
- First named
- 2022
- Latest named
- 2026
- Source
- SEC Form D, Item 12
Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.
A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.
Offerings by year
| Year first filed | Offerings |
|---|---|
| 2025 | 1 |
| 2022 | 2 |
| 2021 | 1 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| Ares (ADREX) | 2 |
| Cantor Fitzgerald | 1 |
| Inland Private Capital | 1 |
Offerings that name M Holdings Securities, Inc.
Historical (4)
$47.0MAug 31, 2022
Historical
$120.1MJan 7, 2022
Historical
$117.2MDec 1, 2021
Historical
Data updated Mar 2, 2026