Profile

Broker Dealer

Broker CRD #

Recipient Name

Recipient CRD #

M HOLDINGS SECURITIES, INC.
43285
ROBERT J. KOZLOSKI II
3060557
M HOLDINGS SECURITIES, INC.
43285
ROBERT KOZLOSKI
3060557
M HOLDINGS SECURITIES, INC.
43285
ROBERT J. KOZLOSKI II
3060557
Filings
Filing Date
Filing Type
Sales Commission
Estimate?
Finders' Fee
Estimate?
Commission/Fee Clarification
2026-06-23
D/A
$603,972.00
Yes
$0.00
No
2026-06-23
D/A
$969,247.00
Yes
$0.00
No
2026-06-23
D/A
$50,597,483.00
Yes
$0.00
No
2025-10-27
D/A
$0.00
No
$0.00
No
SALES COMP PAID BY INS CO OUT OF ITS OWN RESOURCES. THE COMPANY PERIODICALLY DEDUCTS INS + OTHER CONTRACT CHARGES ALLOCATED T THE SEPARATE ACCOUNT ISSUER IN ACCORDANCE WITH THE TERMS OF THE APPLICABLE VARIABLE LIFE INS CONTRACT.
2025-02-20
D/A
$951,417.00
Yes
$0.00
No
2025-02-20
D/A
$49,359,849.00
Yes
$0.00
No
2025-02-20
D/A
$630,502.00
Yes
$0.00
No
2022-10-11
D/A
$40,000,000.00
No
$0.00
No
2020-12-22
D/A
$40,000,000.00
No
$0.00
No
2019-12-20
D/A
$40,000,000.00
No
$0.00
No
2018-12-19
D/A
$40,000,000.00
No
$0.00
No
2017-12-20
D/A
$40,000,000.00
No
$0.00
No
2016-12-19
D/A
$40,000,000.00
No
$0.00
No
2016-12-19
D/A
$40,000,000.00
No
$0.00
No
2015-12-11
D/A
$40,000,000.00
No
$0.00
No
2014-12-15
D/A
$40,000,000.00
Yes
$0.00
No
2014-08-13
D/A
$40,000,000.00
Yes
$0.00
No
2013-12-13
D/A
$40,000,000.00
Yes
$0.00
No
2013-05-16
D/A
$40,000,000.00
Yes
$0.00
No
2012-12-20
D/A
$40,000,000.00
Yes
$0.00
No
2012-11-15
D/A
$40,000,000.00
Yes
$0.00
No
2012-07-09
D/A
$30,000,000.00
Yes
$0.00
No
2012-03-21
D/A
$25,000,000.00
Yes
$0.00
No
2011-12-02
D/A
$20,000,000.00
Yes
$0.00
No