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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED_RES | 2024-10-29 |
Branch Locations
500 N Church St Suite 509, Las Cruces, NM 88001 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Las Cruces | NM | 09/2014 | 06/2020 |
| Wells Fargo Advisors, Llc | Las Cruces | NM | 01/2019 | 06/2020 |
| New York Life Insurance Co | El Paso | TX | 01/2021 | Present |
| Nylife Securities Llc | El Paso | TX | 02/2021 | Present |
| Unemployed | Mesquite | NM | 07/2020 | 11/2020 |
| Eagle Strategies Llc | Las Cruces | NM | 10/2024 | Present |
[Insurance Brokering; Appointed with various carriers for the purpose of selling non registered products.; 1990 E Lohman Ave Suite 204, Las Cruces, NM 88001; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-10 |
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