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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-04 |
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 | Dallas | TX | 07/2020 | Present |
| New York Life Insurance Company | Dallas | TX | 07/2020 | Present |
| Unemployoed | Celina | TX | 05/2020 | 07/2020 |
| Pga America | Palm Beach Gardens | FL | 11/2018 | 05/2020 |
| Northern Texas Pga | Dallas | TX | 09/2017 | 11/2018 |
| Jesuit College Prep | Dallas | TX | 06/2014 | 09/2017 |
| Eagle Strategies Lcc | Frisco | TX | 05/2023 | Present |
| Promus Financial Group, Llc | Frisco | TX | 12/2023 | Present |
[insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 2600 Network Bld, Ste 130, Frisco, TX 75034; Start Date 09/2023; Role/Title: Owner; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Promus Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; FRISCO TX; START DATE: 12/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-04 |
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