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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2026-05-21
TX RA APPROVED_RES 2026-04-06
LA RA APPROVED 2026-04-02
  • AR RA
    APPROVED
    Since 2026-05-21
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • LA RA
    APPROVED
    Since 2026-04-02

Branch Locations

8520 Business Park Drive, Shreveport, LA 71105 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Shreveport LA 04/2002 05/2018
Eagle Strategies Llc Shreveport LA 12/2009 05/2018
Nylife Securities Llc Shreveport LA 05/2002 05/2018
The Summit Group, Llc Shreveport LA 08/2013 05/2018
Southern Loops Fitness Llc Shreveport LA 01/2017 09/2017
The Teekell Company / M Holdings Securities, Inc. Shreveport LA 05/2018 Present
M Holdings Securities, Inc. Portland OR 01/2026 Present
  • 04/2002 → 05/2018
    New York Life Insurance Company
    Shreveport, LA
  • 12/2009 → 05/2018
    Shreveport, LA
  • 05/2002 → 05/2018
    Nylife Securities Llc
    Shreveport, LA
  • 08/2013 → 05/2018
    The Summit Group, Llc
    Shreveport, LA
  • 01/2017 → 09/2017
    Southern Loops Fitness Llc
    Shreveport, LA
  • 05/2018 → Present
    The Teekell Company / M Holdings Securities, Inc.
    Shreveport, LA
  • 01/2026 → Present
    Portland, OR
Previous Registrations
Other Businesses

1) David Kendrick (Disability Insurance); 825 Chartres Dr, Shreveport, LA 71115; Not investment related; Insurance agent; Sells disability insurance; 03/01/2004; 2 ho/mo; 2 ho/mo during trading hours. 2) David Kendrick (John Hancock 401k Education); 825 Chartres Dr, Shreveport, LA 71115; 401k Education; Investment related; Insurance Agent; Serve in an educational only capacity to 401k participants with John Hancock as the 401k provider; 6/1/2018; 5 ho/mo; 5 ho/mo during trading hours. 3) TBK Wealth Management, LLC; 825 Chartres Dr Shreveport, LA 71115; Pass through entity; Investment related; Owner; Pass through entity for tax purposes only; 11/19/2019; 0 ho/mo. 4) The Teekell Company; 8520 Business Park Dr Shreveport, LA 71115; M Financial Group - Member Firm Principal / Owner; Investment related; Fixed and variable life insurance sales. IAR servicing client's needs for managed investment accounts, financial planning for clients; 1/1/2022; 160 ho/mo; 100 ho/mo during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
S63 Uniform Securities Agent State Law Examination 2026-02-25
S66 Uniform Combined State Law Examination 2009-11-19
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01
  • S63 Uniform Securities Agent State Law Examination
    2026-02-25
  • S66 Uniform Combined State Law Examination
    2009-11-19
Other Names
  • David Q. Kendrick

View on SEC IAPD

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