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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 | 2025-11-04 |
| TX | RA | APPROVED_RES | 2023-02-02 |
| LA | RA | APPROVED | 2020-08-10 |
Branch Locations
8520 Business Park Drive, Shreveport, LA 71105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burke & Burke Insurance | Shreveport | LA | 02/2006 | Present |
| The Teekel Co. | Shreveport | LA | 04/2014 | Present |
| M Holdings Securities, Inc. | Portland | OR | 04/2014 | Present |
1) Burke & Burke Insurance Marketing, 5925 Line Avenue, Suite 2, Shereveport, LA 71106; 2006; Insurance Agent, Various group insurance products; Not Investment Related; 10 hours/month; 10 hours/month during business hours; Commissions. 2) The Teekell Company; 8520 Business Park Drive, Shreveport, LA 71105; 04/2014; Principal; Advisor to clients; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-18 |
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