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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Dallas | TX | 10/2014 | 01/2018 |
| Mml Investor Services, Llc | Dallas | TX | 12/2015 | 01/2018 |
| Unemployed | Frisco | TX | 01/2018 | 07/2018 |
| New York Life Insurance Company | Dallas | TX | 08/2018 | Present |
| Nylife Securities Llc | Dallas | TX | 09/2018 | Present |
| A Tailored Method, Llc | Frisco | TX | 04/2021 | Present |
| Eagle Strategies Llc | Frisco | TX | 11/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;; 2021 olive st apt 2511 Dallas tx 75201; Start Date 10/2014; Role/Title: Insurance Broker; Investment Related; 6 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF A TAILORED METHOD, 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]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-19 |
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