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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-05-21 |
| TX | RA | APPROVED_RES | 2026-04-06 |
| LA | RA | APPROVED | 2026-04-02 |
Branch Locations
8520 Business Park Drive, Shreveport, LA 71105 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| 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 |
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