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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-02-22 |
Branch Locations
5350 South Staples Drive Suite 101, Corpus Christi, TX 78411-4659 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Philippino-American Community Church | Corpus Christi | TX | 06/1995 | Present |
| New York Life Ins. Co. | Corpus Christi | TX | 02/1996 | Present |
| Nylife Securities Inc. | Corpus Christi | TX | 03/1996 | Present |
| Eagle Strategies Llc | Corpus Christi | TX | 02/2012 | Present |
[APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE 04/2012; INVESTMENT RELATED] [MATIYAGA PROPERTIES, LLC; RENTAL PROPERTIES - 2 CONDO UNITS AND AN INVESTMENT LOT; 4425 COBBLESTONE LANE CORPUS CHRISTI TX 78411; START DATE 01/2013; ROLE/TITLE: OWNER; INVESTMENT RELATED; 3 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Seed Capital for Livelihood; providing seed capital for members of the group solely for livelihood projects.; 2902 Roddfield Road Corpus Christi TX 78414; Start Date 01/2001; Role/Title: Consultant; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Coastal Bend Filipino American Association; OFFICER; NON INVESTMENT RELATED; START DATE 08/2007; 6045 Lemans Dr. Corpus Christi TX 78413;promote Filipino culture and heritage; 5 HOURS PER MONTH] [National Assn of Insurance and Financial Advisers - Corpus Christi (NAIFA-CC); Local NAIFA chapter - meeting members for update on the industry, help member agents grow their business through educational sessions and networking with high caliber Agents; 5350 S. Staples Suite 101 Corpus Christi, TX 78411; Start Date 10/2018; Role/Title: Board Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; assist the local leader in membership campaign and education for members, attend board meetings and vote on issues before the board]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-10 |
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