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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-23 |
Branch Locations
5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 06/2016 | Present |
| New York Life Insurance Company | Dallas | TX | 03/2016 | Present |
| Forge & Link Financial Group, Llc | Dallas | TX | 10/2017 | Present |
| Eagle Strategies Llc | Dallas | TX | 01/2020 | Present |
[Oak Gardens Church; Worship Minister; 4008 S. Polk Street, Dallas, TX 75224; Stipend; 8 hours per month- 2 DURING SEC HOURS; NON INVESTMENT RELATED; START DATE 04/2016; I am a Worship Minister at the Oak Gardens Church in Dallas, TX. I practice with the Praise team on Wednesdays or Saturdays and I lead the worship every Sunday. Worship Ministering] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 12201 Merit Dr., Suite 1000, Dallas, TX 75251; Commissions; 2 hours per month; INVESTMENT RELATED; INSURANCE BROKER] [OPERATING UNDER THE DBA NAME OF FORGE & LINK FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; OWNER; DALLAS, TX; START DATE: 10/2017] [Ezelle & Whte Holdings, LLC. ; Run shared Expenses; 5005 Lyndon B Johnson Freeway, Suite 1600, Dallas, TX 75244; Start Date 10/2023; Role/Title: Owner; Investment Related; 160 hours per month; 160 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
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