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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-08-25 |
Branch Locations
8700 Crownhill Blvd Suite 506, San Antonio, TX 78249 • United States
1 disclosure category 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 Ins. Co. | San Antonio | TX | 08/1997 | Present |
| Nylife Securities Inc. | San Antonio | TX | 09/1997 | Present |
| Alison | San Antonio | TX | 10/2009 | Present |
[I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 04/2006; UNDER DBA ALISON START DATE 10/2009; 8700 CROWNHILL BLVD STE 506 SAN ANTONIO TX 78249] [Artist/Painter; Selling paintings; 4801 DeZavala, Ste 2, San Antonio, TX 78249; Start Date: 4/2013; Role/Title: Artist; Not investment related; 36 hours per month; 5 hours per month during securities trading hours][SIMPLIFYING WEALTH FOR ADVISORS; MOTIVATIONAL & FINANCIAL SERVICES INDUSTRY SPEAKER; 5150 BROADWAY, #403 SAN ANTONIO TX 78209; Start Date 04/2025; Role/Title: Owner; Investment Related; 10 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-16 |
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