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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
15305 Dallas Parkway Suite 1050, Addison, TX 75001 • 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 | Addison | TX | 10/2025 | Present |
| Unemployed | Mckinney | TX | 05/2025 | 10/2025 |
| Principal Financial Group | Des Moines | IA | 05/2023 | 05/2025 |
| Collin College | Plano | TX | 05/2019 | 05/2023 |
| City Of Fort Worth | Fort Worth | TX | 01/2016 | 05/2019 |
| Nylife Securities Llc | Addison | TX | 11/2025 | Present |
| Eagle Strategies Llc | Addison | TX | 06/2026 | Present |
[Real Estate Sales; Licensed real estate broker. My responsibilities are limited to maintaining my real estate license and managing my rental property. This includes coordinating basic maintenance or repairs and keeping records of rental income and expenses.; 9317 Yorktown St, McKinney, Texas, 75071; Start Date 06/2026; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Rental Property; own rental property.; 9317 Yorktown St, McKinney, Texas, 75071; Start Date 06/2026; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours][Real Estate Sales; Licensed real estate broker. My responsibilities are limited to maintaining my real estate license and managing my rental property. This includes coordinating basic maintenance or repairs and keeping records of rental income and expenses.; 9317 Yorktown St, McKinney, Texas, 75071; Start Date 06/2026; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Rental Property; own rental property.; 9317 Yorktown St, McKinney, Texas, 75071; Start Date 06/2026; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-14 |
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