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19505 Biscayne Blvd Suite 2350, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-02-06 |
Branch Locations
19505 Biscayne Blvd Suite 2350, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Houston | TX | 06/2011 | 09/2025 |
| Nylife Securities Llc | Houston | TX | 07/2011 | Present |
| Eagle Strategies Llc | Houston | TX | 01/2013 | Present |
| B1 Financial | Aventura | FL | 02/2026 | Present |
| Truvent Capital, Llc | Rio Rancho | NM | 10/2025 | Present |
1.) RENTAL PROPERTY; 603 ANDOVER STREET, SPRING, TX 77338; START DATE: 7/2007; ROLE/TITLE: OWNER; INVESTMENT RELATED; 2 HOURS PER WEEK; 2.) TRUVENT CAPITAL LLC; NON-INVESTMENT RELATED; INSURANCE BROKERING; NEW MEXICO; SALES OF TRADITIONAL INSURANCE PRODUCTS; 10/2025; 10 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-31 |
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