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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-20 |
Branch Locations
2600 Network Blvd Suite 130, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 10/2015 | Present |
| New York Life Insurance Company | Dallas | TX | 05/2015 | Present |
| Eagle Strategies Llc | South Portland | ME | 01/2021 | Present |
[FINRA Arbitrator; 1735 K Street Washington DC, 20006; Honorarium $300 per single-session hearing (up to 4-hours); $600 per double session (more than 4 hours); 4 hours per month] [LiftFund; A NFP that helps small business owners with limited access to capital have a chance to start their business; 2007 W. Martin Street San Antonio, TX 78207; Board Member; no compensation; 4 hours per month] [MAUSA; 1818 Library St. Suite 500, Reston VA 20190; Start Date 04/2020; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; connect the National organization and its resources to other local organizations and communities] [City of Frisco Parks & Recreation Committee; Assess and approve park and recreational projects and events for the City of Frisco.; 6101 Frisco Square Boulevard Frisco, Texas 75034; Start Date 10/2022; Role/Title: Board Member; Not Investment Related; 3 hours per month; 2 hours per month during securities trading hours] [Frisco Education Foundation; FEF provides financial resources to maximize student potential in the Frisco Independent School District (FISD) through educational programs, student scholarships and grants for FISD innovative educators.; 5515 OHIO DRIVE FRISCO TX 75035; Start Date 08/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Determination of scholarships to students and grants to educators - Deliver grants and scholarships] [Genuine Faith Community Church; 501(c)3 ministry, supported by the SBTC and Send Network; 3809 Park St., Greenville, TX, United States, 75401; Start Date 10/2023; Role/Title: Associate Pastor; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours] [Actor; Speaking and non-speaking roles for TV, film and commercials; 15174 Fountain Ln Frisco TX 75035; Start Date 11/2023; Role/Title: Actor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours][Asian American Insurance & Financial Professionals Association (AAIFPA); provide the Asian American insurance and financial professionals with programs in the areas of educational activities, professional networking, and community involvements.; 5600 Tennyson Pkwy., Suite 140 Plano, TX 75024; Start Date 10/2021; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; voting member][Planet marketing; independent travel agent via InteleTravel; 260 Peachtree St. NW, Suite 2200 Atlanta, GA 30303; Start Date 11/2025; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-05 |
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