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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-28 |
Branch Locations
8000 Ih 10 West Suite 800, San Antonio, TX 78230 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Antonio | TX | 11/2020 | Present |
| Shotgun Seltzer | Austin | TX | 12/2019 | 01/2021 |
| Legal Draft Beer Co | Arlington | TX | 04/2019 | 11/2019 |
| Alstadt Brewing Company | Fredericksburg | TX | 01/2018 | 02/2019 |
| Gli Distributing | San Antonio | TX | 10/2015 | 01/2018 |
| Ny Life Securities Llc. | San Antonio | TX | 03/2021 | Present |
| Eagle Strategies Llc | San Antonio | TX | 05/2024 | Present |
[UTSA Alumni Association; Alumni association for graduates of the University of Texas San Antonio; One UTSA Circle San Antonio, TX 78249; Start Date 11/2021; Role/Title: Volunteer; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; Producing the "Birds Up Podcast] [San Antonio Beer Festival; Beer server at San Antonio Beer Festival; 1300 N Main, San Antonio, TX 78212; Start Date 10/2024; Role/Title: Independent Contractor; Not Investment Related; 7 hours per month; 0 hours per month during securities trading hours][Institute for Leadership in Capital Projects (I-LinCP) - San Antonio Chapter; The Institute for Leadership in Capital Projects (I-LinCP) is a non-profit organization currently serving the Texas region to better the capital projects industry.; 2124 Pioneer Pass, Seguin, TX 78155; Start Date 07/2023; Role/Title: Officer; Not Investment Related; 12 hours per month; 4 hours per month during securities trading hours; Attend and participate in Board Meetings][Metro SA Chamber Leadership Lab Alumni Association; An alumni organization that fosters professional relationships, leadership development, mentorship, and community engagement, while supporting current and future Leadership Lab participants and advancing the mission of the Leadership Lab.; 12930 Country Pkwy, San Antonio, TX 78216; Start Date 02/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; treasurer]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-25 |
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