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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-15 |
Branch Locations
2600 Network Blvd Suite 130, Frisco, TX 75034 • 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 |
|---|---|---|---|---|
| Jeff Baird Allstate | Frisco | TX | 11/2011 | 11/2018 |
| New York Life Insurance Company | Frisco | TX | 11/2018 | Present |
| Nylife Securities Llc | Frisco | TX | 11/2018 | Present |
| Kissinger Financial Services Llc | Frisco | TX | 10/2019 | Present |
| Eagle Strategies Llc | Frisco | TX | 03/2023 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products AND THROUGH GA BROKERS ALLIANCE; 9475 CR 175, Celina, TX 75009; commissions; 2 hours per month; investment related] [Property and Casualty Sales; Have P&C license and wish to keep P&C license. Do not plan on selling P&C while with NYL, but I may in the future if I deem it economically necessary.; 9475 CR 175, Celina, TX 75009; Start Date 11/2018; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KISSINGER FINANCIAL SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRISCO, TX; START DATE: 10/2019][KBar Investments LLC; buying a property next to my house;; 9475 County Road 175, Celina, TX 75009; Start Date 11/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; oversee maintenance][Radio Goats Football Podcast; We will be talking in the offseason about Celina football, highlighting players of the upcoming season, interviewing the players and coaches, and talking with Celina football alumni; 9475 County Road 175, Celina, TX 75009; Start Date 02/2026; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
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