| Entity Name: | M HOLDINGS SECURITIES, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 13 Oct 2005 |
| Business ALEI: | 0836559 |
| Annual report due: | 13 Oct 2025 |
| NAICS code: | 524210 - Insurance Agencies and Brokerages |
| Business address: | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Mailing address: | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, United States, 97209 |
| Place of Formation: | OREGON |
| E-Mail: | CLS-CTARMSEVIDENCE@WOLTERSKLUWER.COM |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Katherine Anderson | Officer | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Robert Olson | Officer | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Brittany Grambo | Officer | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Michael Schoonmaker | Officer | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Maria R. Rogers | Officer | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Steven Ludwig | Officer | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Laura Haney-Jackson | Officer | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Tamara Kravec | Director | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Michael Schoonmaker | Director | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States | 1125 NW COUCH STREET STE. 900, PORTLAND, OR, 97209, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013275888 | 2024-12-02 | No data | Mass Agent Change � Address | Agent Address Change | No data |
| BF-0012323134 | 2024-09-17 | No data | Annual Report | Annual Report | No data |
| BF-0011173143 | 2023-09-13 | No data | Annual Report | Annual Report | No data |
| BF-0010275681 | 2022-10-04 | No data | Annual Report | Annual Report | 2022 |
| BF-0009818246 | 2021-09-20 | No data | Annual Report | Annual Report | No data |
| 0006976248 | 2020-09-09 | No data | Annual Report | Annual Report | 2020 |
| 0006668566 | 2019-10-28 | No data | Annual Report | Annual Report | 2019 |
| 0006249671 | 2018-09-21 | No data | Annual Report | Annual Report | 2018 |
| 0005924100 | 2017-09-12 | No data | Annual Report | Annual Report | 2017 |
| 0005650410 | 2016-09-13 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 10 Mar 2025
Sources: Connecticut's Official State Website
