DJ
Historical directory summary
David James Klein
Financial professional
M Holdings Securities, Inc.Mahwah, New Jersey
Financial servicesDIRECTORY AFFILIATION
M Holdings Securities, Inc.
M Holdings Securities, Inc. is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.
Dually RegisteredIndependentNationalRetailWealth Management
109linked professional records
0researched profiles
26listed office cities
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A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.
Explore a listed cityMorristown, New Jersey22New York, New York17Princeton, New Jersey11Red Bank, New Jersey7Cranford, New Jersey6Madison, New Jersey6West Hartford, Connecticut6Woodbury, New York5
DS
Historical directory summary
David Scott Smith
Financial professional
M Holdings Securities, Inc.West Hartford, Connecticut
Financial servicesDS
Historical directory summary
David Steven Hauptman
Financial professional
M Holdings Securities, Inc.Portland, Oregon
Financial servicesDT
Historical directory summary
David T Buckwald
Advisor
M Holdings Securities, Inc.Red Bank, New Jersey
Wealth managementDK
Historical directory summary
Debbi Kim Wertheim
Director - Client Relations
M Holdings Securities, Inc.Morristown, New Jersey
Financial servicesDS
Historical directory summary
Deepak Shivakumar Alur
Financial Advisor
M Holdings Securities, Inc.Fort Lee, New Jersey
Wealth managementDJ
Historical directory summary
Dennis John Mojares
Financial professional
M Holdings Securities, Inc.Morristown, New Jersey
Financial servicesDD
Historical directory summary
Donna Diamond Clemente
Financial professional
M Holdings Securities, Inc.Uniondale, New York
Financial servicesEJ
Historical directory summary
Elliot Joshua Silverstein
Advisor
M Holdings Securities, Inc.Princeton, New Jersey
Wealth managementEN
Historical directory summary
Eric Naison-Phillips
Principal
M Holdings Securities, Inc.New York, New York
Financial servicesEL
Historical directory summary
Erik Lars Johansson
Advisor
M Holdings Securities, Inc.Weatogue, Connecticut
Wealth managementEH
Historical directory summary
Ezra Hoyt Ripple
Senior Advisor
M Holdings Securities, Inc.West Hartford, Connecticut
Wealth managementSearch index refreshed September 20, 2026. This is not a verification date for historical records.
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