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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-15 |
Branch Locations
303 N Oregon Street Suite 1100, El Paso, TX 79901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co | New Orleans | LA | 02/2011 | Present |
| Nylife Securities Llc | New Orleans | LA | 06/2011 | Present |
| West End Financial, Llc | New Orleans | LA | 03/2016 | 03/2018 |
| Eagle Strategies Llc | New Orleans | LA | 04/2022 | Present |
[El Paso ISD Education Foundation; The El Paso Independent School District Education Foundation is a non-profit organization whose main purpose is providing Classroom Impact Grants to teachers and scholarships to graduating high school seniors in EPISD.; 1014 N. Stanton St. El Paso, TX 79902 915-230-2000; Start Date 02/2025; Role/Title: Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Helping facilitate and volunteer in the charity events organized by the foundation][El Paso Tennis and Swim Club; non-for-profit health club focused on tennis and swimming.; 2510 N. St. Vrain St. #2641. El Paso TX 79902; Start Date 03/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Rotary Club of El Paso; Rotary clubs are nonpartisan and nonsectarian and welcome members from many professions and backgrounds. Each local club meets regularly (often weekly) for fellowship, guest speakers, and to plan service activities. ; 100 South Alto Mesa Drive, El Paso TX 79912; Start Date 07/2026; Role/Title: Board Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; discuss direction to where the club would like to go to increase visibility, productivity and impact in the community][Rotary Club of El Paso Foundation Board ; PROMOTE PROJECTS AND INITIATIVES THAT IMPROVE EL PASO , CIUDAD JUAREZ, AND LAS CRUCES REGION; 100 S Alto Mesa Dr El Paso, TX 79912 United States; Start Date 07/2026; Role/Title: Board 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 | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-04 |
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