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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2002-07-18 |
Branch Locations
13135 Dairy Ashford Suite 550, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Houston | TX | 09/1995 | Present |
| Nylife Securities Inc. | Houston | TX | 10/1995 | Present |
| Eagle Strategies | Houston | TX | 08/2003 | Present |
| The Frey Financial Group, Llc | Sugar Land | TX | 10/2003 | Present |
| Linea Wealth Group, Llc D/B/A Linea | Sugarland | TX | 08/2024 | Present |
[AGENT IS APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER DBA OF THE FREY FINANCIAL GROUP, LLC] [EAGLE STRATEGIES LLC - AGENT IS AN INVESTMENT ADVISORY REPRESENTATIVE WITH EAGLE STRATEGIES LLC] [AGENT OWNS MINERAL RIGHTS AND COLLECTS ROYALTIES ON PROPERTIES IN FORT BEND AND AUSTIN COUNTIES] [Rancho Sin Dinero LLC; Ranching. Owning some acreage large enough to support cattle.; 1703 S. Medio River Cir Sugar Land, Tx 77478; Start Date 09/2016; Role/Title: Owner; Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Linea Wealth Group, LLC D/B/A Linea FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SUGARLAND TX; START DATE: 08/2024]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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