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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-06 |
Branch Locations
2600 Network Blvd Suite 130, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Frisco | TX | 11/2015 | Present |
| New York Life Insurance Company | Frisco | TX | 06/2015 | Present |
| Primary Purpose Financial Group Llc | Frisco | TX | 02/2019 | 11/2025 |
| Eagle Strategies Llc | Frisco | TX | 02/2020 | Present |
| Three Pillars Wealth, Llc | Frisco | TX | 11/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 2600 NETWORK BLVD. #130, FRISCO, TX 75034; Start Date 07/2018; Role/Title: PRESIDENT; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THREE PILLARS WEALTH 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: 11/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-04 |
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