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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
2600 Network Blvd. Suite 130, Frisco, TX 75034 • United States
Grapevine, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc | Fort Worth | TX | 10/2005 | 06/2019 |
| Td Ameritrade Investment Management, Llc | Fort Worth | TX | 04/2006 | 06/2019 |
| Nylife Securities Llc | Frisco | TX | 10/2019 | Present |
| New York Life Insurance Company | Frisco | TX | 10/2019 | Present |
| Unemployed | Grapevine | TX | 07/2019 | 09/2019 |
| Eagle Strategies Llc | Frisco | TX | 01/2024 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2600 Network Blvd Ste130 Frisco, TX 75034; Start Date 05/2023; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours][Network Wealth Strategies, LLC - Dormant Entity ;; 2600 Network Blvd Ste 130, Frisco, TX 75034; Start Date 08/2024; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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