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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
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 |
|---|---|---|---|---|
| Halbert Hargrove Global Advisors | Long Beach | CA | 08/2018 | 06/2024 |
| Unemployed | Long Beach | CA | 05/2018 | 08/2018 |
| Biola University | La Mirada | CA | 08/2015 | 05/2018 |
| New York Life Insurance Company | Dallas | TX | 05/2025 | Present |
| Unemployed | Blaine | MN | 07/2024 | 04/2025 |
| Nylife Securities Llc | Dallas | TX | 05/2025 | Present |
| Eagle Strategies Llc | Dallas | TX | 08/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 5005 LBJ Frwy, st. 1600, Dallas, TX 75244; Commissions; start 05/2025; 10 hours per month, 10 hours during securities trading hours; insurance related] [Bollant Ebersole Partnership; investment related; 709 Sunset Dr., Dayton, TN 37321; Real Estate Rental Property; Owner; start 07/2020; 5 hours per month, 0 hours during securities trading hours; Ownership related decisions including financing, buying, and selling.] [Clarion Inc; Non-profit focused on education to resolve conflict within marriages; 641 Eagleton Road, Maryville, TN 37804; start 01/2022; Board Member; 2 hours per month, 0 hours during securities trading hours; I operate as chairman of the board.]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-12 |
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