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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 08/2015 | Present |
| New York Life Insurance Co | Dallas | TX | 06/2015 | Present |
| Clearpath Wealth Strategies Llc | Frisco | TX | 12/2020 | Present |
| Eagle Strategies Llc | Frisco | TX | 01/2026 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2600 Network Blvd. Suite 130 Frisco, TX 75034; Start Date 08/2020; Role/Title: Insurance Broker; Investment Related; 24 hours per month; 24 hours per month during securities trading hours]; 2600 Network Blvd. Suite 130 Frisco, TX 75034; Start Date 08/2020; 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: 12/2020][Boundless Breakthrough Media; A personal brand focused on speaking, content creation, and affiliate marketing. I promote non-financial lifestyle products and share personal development insights through podcasts, stages, and social media.; 17350 State Hwy 249, Ste 220 #26755, Houston, Texas 77064; Start Date 08/2025; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-12 |
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