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Detailed Report
Donstan Brock Portell
Brock Portell, D. Brock Portell
CRD#: 7164751
IA
Investment Adviser
B
Broker
M HOLDINGS SECURITIES, INC.CRD#: 43285 1007 Broadway
Highland, IL 62249
Registration History
20192020202120222023202420252026IAM HOLDINGS SECURITIES, INC. (CRD# 43285)2020 - Present (5 years)BM HOLDINGS SECURITIES, INC. (CRD# 43285)2019 - Present (5 years)
License(s)

State Registrations

B
California 7/24/2024
B
Indiana 9/27/2023
B
Colorado 3/6/2023
B
Kentucky 1/17/2025
B
Georgia 3/20/2020
B
Missouri 2/27/2020
B
Illinois 2/27/2020
B
Wisconsin 9/27/2023
IA
Illinois 2/27/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
M HOLDINGS SECURITIES, INC. (CRD#:43285)
1007 Broadway, Highland, IL 62249
Registered with this firm since 2/27/2020
B
M HOLDINGS SECURITIES, INC. (CRD#:43285)
1007 Broadway, Highland, IL 62249
Registered with this firm since 12/12/2019
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.