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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-02 |
| NM | RA | APPROVED | 2007-08-30 |
Branch Locations
8220 San Pedro Ne Suite 110, Albuquerque, NM 87113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Isurance | Albuquerque | NM | 11/1995 | Present |
| Nylife Securities Inc. | Albuquerque | NM | 11/1995 | Present |
| Lobo Wealth Strategies | Albuquerque | NM | 09/2007 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 6565 Americas Parkway, Ste 500, Albuquerque, NM 87110; Start Date: 05/2002; Role/Title: Insurance Broker; Investment related; 30 hours per month] [BROKER- SALE OF FIXED INSURANCE PRODUCTS, SALE OF NON-NYL FIXED INSURANCE PRODUCTS, AGENT, DBA- LOBO WEALTH STRATEGIES]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-14 |
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