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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-18 |
Branch Locations
8181 Communications Pkwy, F-04, Plano, TX 75024 • 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 Co | Dallas | TX | 06/2016 | 09/2016 |
| Nylife Securities Llc | Dallas | TX | 06/2016 | 09/2016 |
| Capital One Investing, Llc | Plano | TX | 01/2017 | 07/2018 |
| Optum Inc. | Richardson | TX | 09/2016 | 12/2016 |
| Capital One Advisors, Llc | Plano | TX | 01/2018 | 07/2018 |
| Jp Morgan Securities, Llc | Plano | TX | 07/2018 | 02/2022 |
| Invida Financial Network | Dallas | TX | 09/2016 | 12/2016 |
| United Health Group, Inc. | Richardson | TX | 09/2016 | 12/2016 |
| Jp Morgan Securities, Llc | Plano | TX | 08/2023 | Present |
| Salas Insurance Agency | Lewisville | TX | 03/2022 | Present |
| Salas Insurance Agency, Llc | Lewisville | TX | 03/2022 | Present |
Entity Name: Salas Insurance Agency, LLC Investment related: No Address: Private Residence Nature of the other business: Insurance Position/Title/Relationship: Employee/Contractor Start Date: 03/01/2022 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm an Independent Insurance agent selling Home, Auto and Commercial Insurance. I work 20 hours per month on the weekend. NO hours are devoted to other business during securities trading hours. I also DO NOT offer any Investment, Annuity or Life Insurance Products. **Please see attached correspondence email with the Outside Interest team.***
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-22 |
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