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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
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 |
|---|---|---|---|---|
| Catalyst Financial Group Llc | Houston | TX | 04/2025 | 10/2025 |
| Tarleton | Stephenville | TX | 08/2021 | 05/2025 |
| Whisky Woods | Glen Rose | TX | 06/2024 | 06/2025 |
| Purple Goat | Stephenville | TX | 06/2023 | 06/2024 |
| Amazon | Lubbock | TX | 05/2022 | 08/2022 |
| Chick-Fil-A | Lubbock | TX | 05/2021 | 08/2021 |
| Gordon Spring Track Camp | Gordon | TX | 03/2025 | 03/2025 |
| Abernathy High School | Abernathy | TX | 08/2017 | 08/2021 |
| Abernathy Middle School | Abernathy | TX | 08/2014 | 05/2017 |
| Innovation Partners Llc | Charlotte | NC | 06/2025 | 10/2025 |
| New York Life Insurance | Dallas | TX | 12/2025 | Present |
| Nylife Securities Llc | Dallas | TX | 01/2026 | Present |
| Eagle Strategies Llc | Dallas | TX | 02/2026 | Present |
| Innovative Wealth Strategies Llc | Dallas | TX | 04/2026 | Present |
[OPERATING UNDER THE DBA NAME OF INNOVATIVE WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 04/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
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