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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-09 |
Branch Locations
13135 Dairy Ashford Rd Suit 550, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Houston | TX | 12/2020 | Present |
| New York Life Department Of Labor | Houston | TX | 02/2020 | 11/2020 |
| Php Agency | Addison | TX | 09/2019 | 01/2020 |
| Uber | San Francisco | TX | 01/2019 | 08/2019 |
| West Virginia University | Morgantown | WV | 01/2014 | 12/2018 |
| Nylife Securities Llc. | Houston | TX | 09/2021 | Present |
| Eagle Strategies Llc | Houston | TX | 11/2023 | Present |
| Linea Wealth Group, Llc D/B/A Linea | Houston | TX | 03/2025 | Present |
[OPERATING UNDER THE DBA NAME OF Linea Wealth Group, LLC D/B/A Linea FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; HOUSTON TX; START DATE: 03/2025][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3200 Southwest Fwy, STE 1900, Houston Texas 770277; Start Date 03/2025; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 8 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-15 |
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