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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-17 |
Branch Locations
5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lennar | Dallas | TX | 10/2016 | 06/2020 |
| Unemployed | Ft Worth | TX | 07/2020 | 09/2021 |
| New York Life Insurance Company | Fort Worth | TX | 10/2021 | Present |
| Nylife Securities Llc | Fort Worth | TX | 05/2023 | Present |
| Unemployed | Colleyville | TX | 01/2014 | 09/2016 |
| Cloud Wealth Strategies, Llc | Dallas | TX | 03/2025 | Present |
| Eagle Strategies Llc | Dallas | TX | 06/2026 | Present |
[OPERATING UNDER THE DBA NAME OF CLOUD WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 03/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-28 |
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