Tara Anne Davis
Chief Compliance OfficerM Holdings Securities, Inc.CRD 5441665
About Tara Anne Davis
Tara Anne Davis is listed as Chief Compliance Officer at M Holdings Securities, Inc. in Portland, OR. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of M Holdings Securities, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Tara Anne Davis work?
Tara Anne Davis is listed as Chief Compliance Officer at M Holdings Securities, Inc. on SEC Form ADV.
How much of M Holdings Securities, Inc. does Tara Anne Davis own?
Form ADV reports a beneficial ownership band of Under 5%.
M Holdings Securities, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |