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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-13 |
Branch Locations
21720 Hardy Oak Blvd Suite 85, San Antonio, TX 78258 • 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 Insurance Company | San Antonio | TX | 05/2007 | Present |
| Nylife Securities Llc | San Antonio | TX | 06/2007 | Present |
| Eagle Strategies Llc | San Antonio | TX | 06/2012 | Present |
| Atlas Retirement Strategies, Llc | San Antonio | TX | 03/2014 | Present |
[OPERATING UNDER THE DBA NAME OF ATLAS RETIREMENT STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; OWNER; SAN ANTONIO, TX; START DATE: 03/2014] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 8000 IH-10 West, Suite 800, San Antonio, TX 78230; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Property and Casualty Sales; I am licensed to sell P&C insurance, it is not an immediate part of my practice, but I do want to retain the license.; 8000 IH-10 West, Suite 800 San Antonio, TX 78230; Start Date 11/2019; Role/Title: Insurance Broker; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours][San Antonio Life Academy; An adult learning/activity center for individuals with intellectual or developmental disabilities; 308 Mt Calvary Dr. San Antonio Texas 78209; Start Date 03/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; help with the growth of the organization and assist with community activities with the participants]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-04 |
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