Peter Michael Williams

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

47 years registered in the securities industry

Current & Past Employments

Current

M HOLDINGS SECURITIES, INC.Current·CRD# 43285

RIA

BD

6735 Conroy Rd. Ste 218, Orlando, FL 32835

August 21, 2026 - Present

M HOLDINGS SECURITIES, INC.Current·CRD# 43285

RIA

BD

6735 Conroy Rd. Ste 218, Orlando, FL 32835

June 14, 2001 - Present

Past

M HOLDINGS SECURITIES, INC.Past·CRD# 43285

RIA

Winter Park, FL

June 14, 2001 - September 9, 2003

MUTUAL SERVICE CORPORATIONPast·CRD# 4806

BD

Boston, MA

January 5, 1994 - June 15, 2001

OSAIC WEALTH, INC.Past·CRD# 23131

BD

Scottsdale, AZ

November 19, 1989 - January 5, 1994

PAMCO SECURITIES AND INSURANCE SERVICESPast·CRD# 11028

BD

August 4, 1989 - May 7, 1990

INTEGRATED RESOURCES EQUITY CORPORATIONPast·CRD# 6403

BD

May 3, 1985 - November 19, 1989

CINCINNATI ANALYSTS, INC.Past·CRD# 5478

BD

October 29, 1979 - February 16, 1984

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Current Firm

MH

M HOLDINGS SECURITIES, INC.

CRD#: 43285 / SEC#: 801-57304, 8-50214

RIA

Registered Investment Advisory firm - SEC (3/14/2000 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

1125 N.w. Couch Street Suite 900, Portland, OR 97209

Mailing Address

P.o. Box 2207, Portland, OR 97208-2207

Phone Number

(888) 520-6784

Established

Oregon since 03/21/1997

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

1,442

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

M HOLDINGS SECURITIES, INC. FORM 2A ADV FIRM BROCHURE (3/31/2026)

WEALTHPURSUIT WRAP FEE PROGRAMS BROCHURE (3/31/2026)

Direct owners and executive officers

Name	Position	CRD#
M FINANCIAL HOLDINGS INCORPORATED	EQUITY OWNER	—
DAVIS, TARA ANNE	CHIEF COMPLIANCE OFFICER	5441665
HANEY-JACKSON, LAURA ELIZABETH	VICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER	4771801
ROGERS, MARIA RENEE	PRINCIPAL FINANCIAL OFFICER	2442526
SCHOONMAKER, MICHAEL SKI	CHIEF EXECUTIVE OFFICER	2408456

Regulatory Assets Under Management

Total Number of Accounts

8,115

AUM (Assets Under Management)

$3,206,330,654

Disclosures

Regulatory Event

5

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2026	Cover Page	Report
09/10/2025	Cover Page	Report
11/13/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) PETER M. WILLIAMS & CO.; 6735 CONROY ROAD, SUITE 218, ORLANDO, FL 32835; 01/1990; PRESIDENT; LIFE INSURANCE SALES; INVESTMENT RELATED; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; OWNERSHIP, PROFITS, COMMISSIONS, WAGES/SALARY. 2) ADVENT HEALTH FOUNDATION; 550 EAST ROLLING STREET, 6TH FLOOR, ORLANDO, FL 32803; 10/01/2012; BOARD MEMBER; ATTEND MONTHLY BOARD MEETINGS, PROVIDE GUIDANCE TO THE FOUNDATION; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION. 3) LONGFORD CAPITAL FUND II, L.P.; 35 WEST WACKER DRIVE, SUITE 3700, CHICAGO, IL 60601 [WWW.LONGFORDCAPITAL.COM]; 03/17/2017; INVESTOR; LONGFORD CAPITAL IS A PRIVATE INVESTMENT COMPANY THAT INVESTS IN COMMERCIAL LITIGATION; INVEST RELATED; 1 HOUR/MONTH, 0 HOURS/MONTH DURING BUSINESS ACTIVITIES; NO COMPENSATION.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MH

M HOLDINGS SECURITIES, INC.

CRD#: 43285 / SEC#: 801-57304, 8-50214

RIA

Registered Investment Advisory firm - SEC (3/14/2000 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(11/10/2016)

RR

Connecticut
(5/29/2025)

RR

District of Columbia
(6/16/2016)

RR

Florida
(6/14/2001)

IAR

Florida
(8/21/2026)

RR

Illinois
(11/1/2018)

RR

Maryland
(7/14/2026)

RR

Massachusetts
(9/25/2025)

RR

Missouri
(11/3/2015)

RR

New Hampshire
(4/15/2025)

RR

New Mexico
(4/28/2026)

RR

New York
(11/30/2015)

RR

North Carolina
(5/30/2025)

RR

Ohio
(11/14/2016)

RR

Pennsylvania
(5/12/2020)

RR

South Carolina
(1/14/2026)

RR

South Dakota
(6/14/2001)

RR

Tennessee
(8/6/2019)

RR

Utah
(11/7/2024)

RR

Virginia
(4/15/2025)

RR

Wyoming
(11/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.