AUMdb
KF

Kathleen Fox Allen

CRD 4906541

Firms

FirmRoleAs of
M Holdings Securities, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
Humane Society Of North Lake County Officer/Director 12/31/2023

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗