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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
2600 Network Blvd Ste 130, Frisco, TX 75034 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dallas Independent School District | Dallas | TX | 08/2017 | 05/2019 |
| Unemployed | Dallas | TX | 07/2019 | 09/2019 |
| Emory University | Atlanta | GA | 06/2013 | 05/2017 |
| Southern Methodist University | Dallas | TX | 08/2017 | 05/2019 |
| City Of Los Angeles | Los Angeles | CA | 05/2015 | 11/2016 |
| United Parcel Service | Atlanta | GA | 01/2017 | 05/2017 |
| Teach For America | Atlanta | GA | 08/2016 | 05/2017 |
| Teach For America | Dallas | TX | 06/2017 | 06/2019 |
| New York Life Insurance Company | Dallas | TX | 10/2019 | Present |
| Nylife Securities Llc | Dallas | TX | 11/2019 | Present |
| Eagle Strategies Llc | Frisco | TX | 10/2025 | Present |
[[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6565 North MacArthur Boulevard, Suite 100, Irving TX 75039; Start Date 06/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-15 |
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