Full text of M HOLDINGS SECURITIES, INC.'s X-17A-5 filed 2025-03-12 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ (A Wholly Owned Subsidiary of M Financial Holdings Incorporated) Financial Statements and Supplementary Information Pursuant to SEC Rule 17a-5 December 31, 2024 and 2023 (With Report of Independent Registered Public Accounting Firm Thereon) {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, O.C. 20549** | ANNUAL REPORTS | |----------------| | FORM X-17A-5 | | PART Ill | | OMllAPPROVAl | | |---------------------------|--| | 0MB Numbe-r: 3235·0123 | | | hpl,cs; Nov. 30, 2026 | | | ESlimat~d 3vc1aec burden | | | hours per response:<br>12 | | | SEC FILE NUMBER | | 8-50214 | Information Required Pursuant to Rules 17a-S, 17a-12, and lBa-7 under the Securities EJCchange Act of 1934 | FACING PAGE | | | | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------|-----------------------------------------|-----------------------|--------------------------------------------| | FILING FOR THE PERIOD BEGINNING 01/01/24 | | ANO ENDING 12/31 /24 | | | | | MM/DD/VY | | MM/00/YV | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM: M Holding Securities, Inc. | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>D Security-based swap dealer<br>[!] Broker-dealer<br>ri Check he-re-<br>if respondent is also an OTC derivatives dealer<br>ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | D Major security-based swap participant | | | | | | | | | | 1125 NW Couch Street, Suite 900 | | | | | | | (No. and Street) | | | | | Portland | OR | | | 97209 | | (Cityl | (State) | | | !Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Maria Rogers | 503-414-7260 | | maria.rogers@mfin.com | | | (Name) | (Area Code- Telephone Number} | | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Baker Tilly US, LLP | | | | | | | (Name- if individual, state last, first, and middle namel | | | | | 225 South Sixth Street, Suite 2300 | Minneapolis | | MN | 55402 | | (Address)<br>October 22, 2003 | ICttYI | 23 | (State} | (Zip Code} | | (Date of Re.Ristration with PCAOBJ(lf applicable} | | | | (PCAOB Regist…Read the full text as markdown