Full text of M HOLDINGS SECURITIES, INC.'s X-17A-5 filed 2026-03-02 (period 2025-12-31). 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, 2025 and 2024 (With Report of Independent Registered Public Accounting Firm Thereon) {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden # **ANNUAL REPORTS FORM X-17A-5 PART** Ill | hours per response: 12 | | |------------------------|--| | SEC FILE NUM BER | | | 8-50214 | | MM/DD/VY **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **Q 1 /Q 1 /25** MM/DD/VY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: M Holding Securities, Inc. TYPE OF REGISTRANT (check all applicable boxes): C!J Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer AND ENDING **12/31 /25** ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | 1125 NW Couch Street, Suite 900 | | | | | | | | |--------------------------------------------------------------------------------------------|--------------------------------|-----------------|------------|--|--|--|--| | ( No. and Street) | | | | | | | | | Portland<br>OR<br>97209 | | | | | | | | | (City) | (State) | | (Zip Code) | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | | Maria Rogers<br>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* | | | | | | | | | Baker Tilly US, LLP | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | | | 225 South Sixth Street, Suite 2300 | Minneapolis<br>MN | | | | | | | | (Address) | (City) | (State) | (Zip Code) | | | | | | October 22, 2003 | | 23 | I | | | | | | l"<br>(PCAOB Reg;su,Mo Nombec, ;f appl;cable)<br>of Reg;sua,;oo w;th PCAOB ){;f apphcable) | | | | | | | | # **FOR OFFICIAL USE ONLY** \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances reli…Read the full text as markdown