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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-04-01 |
Branch Locations
3833 South Texas Avenue Suite 108, Bryan, TX 77802 • United States
6200 Bridgepoint Parkway Suite 300, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Houston | TX | 02/1997 | Present |
| Nylife Securities Inc. | Houston | TX | 02/1997 | Present |
| Eagle Strategies Llc | College Station | TX | 04/2010 | Present |
| Keith A. Baker And Associates | College Station | TX | 01/2015 | Present |
| B2 Wealth Solutions | Bryan | TX | 08/2024 | Present |
[APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; INVESTMENT RELATED; OWNER; COLLEGE STATION, TX; START DATE: 01/2015] [OPERATING UNDER THE DBA NAME OF KEITH A. BAKER AND ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; COLLEGE STATION, TX; START DATE: 01/2015] [OPERATING UNDER THE DBA NAME OF B2 Wealth Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BRYAN TX ; START DATE: 08/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-13 |
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