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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securites Llc | Tyler | TX | 09/2016 | Present |
| New York Life Insurance Co | Tyler | TX | 08/2016 | Present |
| Innovative Wealth Strategies Llc | Lovelady | TX | 01/2022 | Present |
| Eagle Strategies Llc | Lovelady | TX | 08/2022 | Present |
| Cloud Wealth Strategies, Llc | Lovelady | TX | 03/2025 | Present |
[Cattle Ranch; non-investment related; 341 N. Read Street, Lovelady TX 75851; cattle owner; start date 10/2015; 10-12 hours; buy and sell cattle] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 605 E Goliad Ave Suite 101, Crockett, TX 75835; commissions; 10 hours per month; investment related] [OPERATING UNDER THE DBA NAME OF INNOVATIVE WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LOVELADY, TX; START DATE: 01/2022] [OPERATING UNDER THE DBA NAME OF CLOUD WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (LOVELADY, TX); START DATE: 03/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-23 |
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