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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-07 |
Branch Locations
5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 01/2019 | Present |
| New York Life Insurance Company | Dallas | TX | 11/2018 | Present |
| Ceco Environmental | Dallas | TX | 06/2018 | 11/2018 |
| Crossfit Byob | Richardson | TX | 10/2016 | 07/2022 |
| University Of Texas At Dallas | Richardson | TX | 08/2013 | 12/2017 |
| Time Wealth Strategies & Insurance Solutions Llc | Dallas | TX | 07/2022 | Present |
| Eagle Strategies Llc | Dallas | TX | 02/2023 | Present |
[OPERATING UNDER THE DBA NAME OF TIME WEALTH STRATEGIES & INSURANCE SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DALLAS, TX; START DATE: 07/2022]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-10 |
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