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ROBERT CHARLES KULLE JR
CHUCK KULLE JR
CRD#: 3128207
IA
Investment Adviser
B
Broker
M HOLDINGS SECURITIES, INC.CRD#: 43285 2555 Townsgate Rd., Ste. 105
Westlake Village, CA 91361
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2016 - Present (8 years)BNFP ADVISOR SERVICES, LLC (CRD# 42046)2004 - 2016 (11 years)BAMERICAN GENERAL SECURITIES IN... (CRD# 13626)2001 - 2004 (3 years)BLINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)1998 - 2001 (2 years)IANFP ADVISOR SERVICES, LLC (CRD# 42046)2012 - 2016 (3 years)
License(s)

State Registrations

B
Arizona 12/8/2021

B
Montana 10/3/2022

B
Arkansas 12/8/2021

B
Nevada 3/17/2016

B
California 3/15/2016

B
New York 3/15/2016

IA
California 3/15/2016

B
North Carolina 1/4/2019

B
Delaware 10/18/2023

B
Ohio 1/4/2019

B
Florida 12/8/2021

B
Oklahoma 9/7/2021

B
Hawaii 12/8/2021

B
Pennsylvania 1/4/2019

B
Idaho 12/11/2020

B
South Carolina 12/8/2021

B
Indiana 12/8/2021

B
South Dakota 12/10/2021

B
Maine 12/11/2020

B
Texas 3/15/2016

B
Maryland 6/24/2021

B
Utah 12/8/2021

B
Massachusetts 12/8/2021

B
Virginia 3/15/2016

B
Minnesota 12/8/2021

B
Washington 6/17/2021

B
Missouri 12/14/2021

B
Wyoming 10/18/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
M HOLDINGS SECURITIES, INC. (CRD#:43285)
2555 Townsgate Rd., Ste. 105, Westlake Village, CA 91361
Registered with this firm since 3/15/2016

B
M HOLDINGS SECURITIES, INC. (CRD#:43285)
2555 Townsgate Rd., Ste. 105, Westlake Village, CA 91361
Registered with this firm since 3/15/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/25/2012 - 03/17/2016 NFP ADVISOR SERVICES, LLC (CRD#:42046) WESTLAKE VILLAGE, CA
B
12/01/2004 - 03/17/2016 NFP ADVISOR SERVICES, LLC (CRD#:42046) WESTLAKE VILLAGE, CA
B
02/22/2001 - 11/22/2004 AMERICAN GENERAL SECURITIES INCORPORATED (CRD#:13626) PHOENIX, AZ
B
10/20/1998 - 01/29/2001 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) FORT WAYNE, IN
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B
Broker
IA
Investment Adviser
Disclosures
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