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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2011-05-13 |
| AR | RA | APPROVED | 2009-01-14 |
| TX | RA | APPROVED | 2009-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Company | Shreveport | LA | 10/2006 | Present |
| Nylife Securities Llc | Shreveport | AR | 06/2007 | Present |
| Eagle Strategies Llc | Texarkana | AR | 01/2009 | Present |
| Magness Financial Group Llc | Texarkana, | AR | 02/2011 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON REGISTERED INSURANCE PRODUCTS; insurance broker; investment related; start date 10/2010; DBA MAGNESS FINANCIAL GROUP LLC] [CIRCLE IT PROPERTIES, LLC; 210 N. STATE LINE SUITE 202 TEXARKANA, AR 71854; START DATE 10/2014; ROLE/TITLE: PARTNER; INVESTMENT RELATED; 4 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Heritage Church; Elder Board; non investment related; start date 01/2018; 5801 N. Kings Highways Texarkana, TX 75503; Chairman for the Board of Elders at Heritage Church. We meet quarterly and as needed to oversee the operations of the ministry; 5 hours per month] [Heritage Church; Managing volunteers related to the music ministry as well as putting together the music program for the upcoming weekend.; 5801 N. Kings Highway Texarkana, TX 75503; Start Date 04/2020; Role/Title: Worship Pastor; Not Investment Related; 28 hours per month; 0 hours per month during securities trading hours;I will be leading a team of volunteers and coordinating the music program for Sunday mornings corporate worship gatherings. It will involve selecting the songs each week, coordinating with the Lead Pastor's message, and building the team needed to execute the vision]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-13 |
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