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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-29 |
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 | 12/2021 | Present |
| Encor Solar | San Antonio | TX | 08/2021 | 10/2021 |
| Ecological Value International, Ltd. | Lubbock | TX | 01/2020 | 08/2021 |
| Visionary Consulting Group | Lubbock | TX | 09/2019 | 01/2020 |
| Affordable Moving | Lubbock | TX | 01/2019 | 09/2019 |
| V. K. Knowlton Construction & Utilities | San Antonio | TX | 04/2018 | 12/2018 |
| Hospitality Parking | San Antonio | TX | 03/2018 | 05/2018 |
| U. S. Navy | Annapolis | MD | 07/2014 | 03/2018 |
| Nylife Securities Llc | San Antonio | TX | 04/2022 | Present |
| Eagle Strategies Llc | San Antonio | TX | 10/2024 | Present |
| Kelly Financial Partners, Llc | San Antonio | TX | 10/2025 | Present |
[Alamo Colleges District, Citizens Bond Advisory Committee; Participation in committee that oversees short/long-term capital improvement projects for the Alamo Colleges.; 2222 N. Alamo St. San Antonio, TX 78215; Start Date 01/2025; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Participate in board meetings to provide insights on planning] [Alamo Colleges District, Citizens Bond Oversight Committee; Providing support for recently-approved CIP bond from December 2024. ; 2222 N. Alamo St., San Antonio, TX 78215; Start Date 11/2025; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Kelly Financial Partners, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SAN ANTONIO TX; START DATE: 10/2025][Caiden's Hope Foundation; Serve on board of directors to support fundraising events, visibility of the organization, and decisions to enhance both.; P.O. Box 769322, San Antonio, Texas 78245-9998; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 8000 Interstate 10, Suite 800, San Antonio, Texas 78230; Start Date 10/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-27 |
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