Profile

Broker Dealer

Broker CRD #

Recipient Name

Recipient CRD #

M HOLDINGS SECURITIES
43285
DONALD E. MORRIS JR.
1076088
M HOLDINGS SECURITIES
43285
DONALD E. MORRIS, JR.
1076088
M HOLDINGS SECURITIES, INC.
43285
DONALD E. MORRIS, JR.
1076088
Filings
Filing Date
Filing Type
Sales Commission
Estimate?
Finders' Fee
Estimate?
Commission/Fee Clarification
2026-06-23
D/A
$50,597,483.00
Yes
$0.00
No
2025-02-20
D/A
$49,359,849.00
Yes
$0.00
No
2024-02-13
D/A
$48,438,220.00
Yes
$0.00
No
2023-01-06
D/A
$47,310,404.00
Yes
$0.00
No
2020-12-23
D/A
$60,000,000.00
No
$0.00
No
2015-11-30
D/A
$222,429.00
No
$0.00
No
SALES COMMISSIONS REFLECT COMMISSIONS PAID ON TOTAL PREMIUM PAYMENTS PAID ON THE LIFE INSURANCE POLICY.
2014-06-19
D/A
$171,198.00
No
$0.00
No
SALES COMMISSIONS REFLECT COMMISSIONS PAID ON TOTAL PREMIUM PAYMENTS PAID ON THE LIFE INSURANCE POLICY.
2012-05-15
D/A
$131,917.00
No
$0.00
No
SALES COMMISSIONS REFLECT COMMISSIONS PAID ON TOTAL PREMIUM PAYMENTS PAID ON THE LIFE INSURANCE POLICY.