Adviser and broker representative · M Holdings Securities, Inc.
Mark D. Dunn
CRD 5917615 · Daytona Beach, FL
At a glance
Mark D. Dunn is an investment adviser representative with M Holdings Securities, Inc. in Daytona Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2012, about 14 years ago. Mark is also registered as a broker representative.
Current advisory firm
- M Holdings Securities, Inc.Since August 2012Daytona Beach, FL · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.