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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 07/2012 | Present |
| New York Life | Dallas | TX | 04/2012 | Present |
| Clearpath Wealth Strategies, Llc | Frisco | TX | 04/2021 | Present |
| Eagle Strategies Llc | Frisco | TX | 04/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2600 Network Blvd., Ste. 130, Frisco TX 75034; Start Date 03/2018; Role/Title: Insurance Broker; Investment Related; 24 hours per month; 24 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CLEARPATH 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; FRISCO, TX; START DATE: 04/2021] [The VET SOS Show; A podcast for veterans and military community members to get career transition help and support. The show brings awareness to Veteran Service Organizations across the country that help the community with resources and support.; Not Applicable; Start Date 07/2024; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-25 |
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