Profile

Broker Dealer

Broker CRD #

Recipient Name

Recipient CRD #

M HOLDINGS SECURITIES
43285
SHIRLEY ANN HUANG MCMILLAN
2745761
M HOLDINGS SECURITIES, INC.
43285
SHIRLEY MCMILLAN
2745761
M HOLDINGS SECURITIES, INC.
43285
SHIRLEY A.H. MCMILLAN
2745761
M HOLDINGS SECURITIES, INC.
43285
SHIRLEY A. H. MCMILLAN
2745761
M HOLDINGS SECURITIES
43285
SHIRLEY ANN HUANG MCMILLAN
2745761
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
2020-02-07
D/A
$0.00
No
$0.00
No
SALES COMP PAID BY INS CO OUT OF ITS OWN RESOURCES. THE CO PERIODICALLY DEDUCTS INSURANCE + OTHER CONTRACT CHARGES FROM AMOUNTS ALLOCATED TO THE SEPARATE ACCOUNT ISSUER IN ACCORDANCE WITH THE TERMS OF THE APPLICABLE VARIABLE LIFE INSURANCE CONTRACT.
2020-02-07
D/A
$0.00
No
$0.00
No
SALES COMP PAID BY INS CO. OUT OF ITS OWN RESOURCES. THE CO. PERIODICALLY DEDUCTS INSURANCE + OTHER CONTRACT CHARGES FROM AMOUNTS ALLOCATED TO THE SEPARATE ACCOUNT-ISSUER IN ACCORDANCE WITH THE TERMS OF THE APPLICABLE VARIABLE LIFE INSURANCE CONTRACT.
2019-07-16
D/A
$1,491,113.00
Yes
$0.00
No
SALES COMMISSIONS REFLECT ESTIMATED COMMISSIONS PAID ON TOTAL PREMIUM PAYMENTS PAID ON THE LIFE INSURANCE POLICY.
2019-02-01
D/A
$0.00
No
$0.00
No
SALES COMP PAID BY INS CO. OUT OF ITS OWN RESOURCES. THE CO. PERIODICALLY DEDUCTS INSURANCE + OTHER CONTRACT CHARGES FROM AMOUNTS ALLOCATED TO THE SEPARATE ACCOUNT-ISSUER IN ACCORDANCE WITH THE TERMS OF THE APPLICABLE VARIABLE LIFE INSURANCE CONTRACT.
2019-02-01
D/A
$0.00
No
$0.00
No
SALES COMP PAID BY INS CO OUT OF ITS OWN RESOURCES. THE CO PERIODICALLY DEDUCTS INSURANCE + OTHER CONTRACT CHARGES FROM AMOUNTS ALLOCATED TO THE SEPARATE ACCOUNT ISSUER IN ACCORDANCE WITH THE TERMS OF THE APPLICABLE VARIABLE LIFE INSURANCE CONTRACT.
2017-09-25
D
$4,121.00
No
$0.00
No
2017-03-31
D/A
$166,985.00
No
$0.00
No
2017-02-07
D
$0.00
No
$0.00
No
SALES COMP PAID BY INS CO OUT OF ITS OWN RESOURCES. THE CO PERIODICALLY DEDUCTS INSURANCE + OTHER CONTRACT CHARGES FROM AMOUNTS ALLOCATED TO THE SEPARATE ACCOUNT ISSUER IN ACCORDANCE WITH THE TERMS OF THE APPLICABLE VARIABLE LIFE INSURANCE CONTRACT.
2016-03-16
D/A
$159,200.00
No
$0.00
No
2015-11-30
D/A
$1,020,528.00
No
$0.00
No
SALES COMMISSIONS REFLECT COMMISSIONS PAID ON TOTAL PREMIUM PAYMENTS PAID ON THE LIFE INSURANCE POLICY.
2015-11-30
D/A
$673,036.00
No
$0.00
No
SALES COMMISSIONS REFLECT COMMISSIONS PAID ON TOTAL PREMIUM PAYMENTS PAID ON THE LIFE INSURANCE POLICY.
2015-11-30
D/A
$1,491,113.00
No
$0.00
No
SALES COMMISSIONS REFLECT COMMISSIONS PAID ON TOTAL PREMIUM PAYMENTS PAID ON THE LIFE INSURANCE POLICY.