Shannon Vendrell Reed

M Holdings Securities, Inc.

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Current Employers

M Holdings Securities, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-24

TX RA
APPROVED

Since 2023-10-24

Branch Locations

2699 Howell Street Suite 1100, Dallas, TX 75204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	07/2022	06/2023
Gold Standard Mortgage	Kingsburg	CA	06/2021	06/2022
Changing Lanes Credit And Financial Services	Dallas	TX	12/2019	06/2022
Drivers Select/ Echo Park	Grand Prairie	TX	07/2017	04/2020
Gieco	Richardson	TX	11/2016	07/2017
Cooper Tire & Rubber Company	Texarkana	AR	08/2012	10/2016
M Holdings Securities, Inc.	Portland	OR	10/2023	Present
Unemployed	Richardson	TX	06/2023	10/2023

07/2022 → 06/2023

Fidelity Investments

Westlake, TX
06/2021 → 06/2022

Gold Standard Mortgage

Kingsburg, CA
12/2019 → 06/2022

Changing Lanes Credit And Financial Services

Dallas, TX
07/2017 → 04/2020

Drivers Select/ Echo Park

Grand Prairie, TX
11/2016 → 07/2017

Gieco

Richardson, TX
08/2012 → 10/2016

Cooper Tire & Rubber Company

Texarkana, AR
10/2023 → Present

M Holdings Securities, Inc.

Portland, OR
06/2023 → 10/2023

Unemployed

Richardson, TX

Previous Registrations

2023-02-10 → 2023-07-06

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-03

S66 Uniform Combined State Law Examination

2023-02-03

Other Names

Shannon Vendrell Reed
Shannon Reed

View on SEC IAPD

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