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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-12 |
Branch Locations
5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 01/2015 | Present |
| New York Life Insurance Company | Dallas | TX | 12/2014 | Present |
| Eagle Strategies Llc | Dallas | TX | 07/2017 | Present |
| Mogul Wealth Strategies Llc | Frisco | TX | 10/2018 | 04/2023 |
| Forge & Link Financial Group, Llc | Dallas | TX | 04/2023 | Present |
[Acting; Acting in television, film and theatre; 6262 Swiss Avenue, Unit B, Dallas, TX 75214; Start Date 12/2007; Role/Title: Independent Contractor; Not Investment Related; 20 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FORGE & LINK FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 04/2023] [Ezelle & White Holdings, LLC; run shared expenses; 5005 LBJ Freeway, Suite 1600, Dallas, TX 75244; Start Date 10/2023; Role/Title: Owner; Investment Related; 160 hours per month; 160 hours per month during securities trading hours; Owner and Partner in Forge & Link Financial Group] [Ezelle Wealth Management, LLC; Business ownership of Ezelle & White Holdings, LLC; 6262 Swiss Ave, Unit B, Dallas, TX 75214; Start Date 10/2023; Role/Title: Owner; Investment Related; 160 hours per month; 160 hours per month during securities trading hours] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5005 LBJ Freeway, Suite 1600, Dallas, TX 75244; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-09 |
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