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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-28 |
Branch Locations
6200 Bridgepoint Parkway Suite 300, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Austin | TX | 12/2015 | Present |
| New York Life Insurance Company | Austin | TX | 12/2015 | 11/2021 |
| Tk Operations Consultants | Cedar Park | TX | 11/2020 | 11/2022 |
| Eagle Strategies Llc | Austin | TX | 10/2022 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 1551 Snapdragon Rd., Diana, Texas 75640; Start Date 06/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Yak Attak; Raising Yak for meat ; 320 Ridge View Dr. Georgetown, TX 89623; Start Date 12/2023; Role/Title: Partner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; I will help plan and direct the herd management and coordinations.][Running a Financial Services Business; Teach Wes' approach to running our insurance/financial services business to insurance agents and financial advisors. Systems, Processes, Procedures, Ect.; 3300 Scenic Valley Dr., Leander, TX 78641; Start Date 11/2024; Role/Title: Consultant; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; assist in teaching Wes' approach to running our insurance/financial services business to insurance agents and financial advisors. Systems, Processes, Procedures][Lighthouse Strategy LLC; Provide business marketing, podcasting, and management consultative services. ; 1551 Snapdragon Road, Diana, Texas, 75640; Start Date 07/2026; Role/Title: Owner; Not Investment Related; 20 hours per month; 8 hours per month during securities trading hours][Empowerment Company, LP; Empowerment Company LP, is the personal accounting entity for Wes Young; Accounts for all revenue and expenses for our financial planning/services work and approved OBA's financial planning teaching, author, speaker.; 2721 Ambush Canyon, Leander, Texas, 78641; Start Date 07/2026; Role/Title: Partner; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; Review P&L, Balance Sheet and Coordinate with partners and CPA]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-23 |
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