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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-02-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | El Paso | TX | 12/2008 | Present |
| Nylife Securities Llc | El Paso | TX | 06/2010 | Present |
| Eagle Strategies Llc | El Paso | TX | 02/2016 | Present |
| Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies | El Paso | TX | 08/2018 | Present |
| Crown Wealth Strategies And Insurance Solutions | El Paso | TX | 06/2019 | Present |
[OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; EL PASO, TX; START DATE: 08/2018] [JC & GD III dba Oro Investments LLC; Real estate and commercial properties; 320 Texas Ave. 2nd floor El Paso, TX 79901; Start Date 06/2019; Role/Title: Board Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Crown Wealth Advisers, LLC dba Crown Wealth Strategies; Insurance Sales and Brokerage; 43605 Executive Dr. #800 92121; Start Date 05/2019; Role/Title: Employee; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES AND INSURANCE SOLUTIONS (CA ONLY) FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; EL PASO, TX; START DATE: 06/2019] [PUR Pressed Juice; - Juice company selling juice to businesses and to individuals.; 1165 Gateway Blvd W, El Paso, TX 79935; Start Date 01/2020; Role/Title: Board Member; Not Investment Related; 30 hours per month; 10 hours per month during securities trading hours] [Young Presidents Organization (YPO); provides 23,000 peers and their families in more than 130 countries with access to unique educational and networking experiences designed to support their business, community and personal leadership; 600 East Las Colinas Boulevard, Suite 1100 Irving, Texas 75039 USA; Start Date 02/2020; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; spouse forum officer (SFO),It is to steward your chapter's spouse forumsby ensuring that programming is beneficial,participation is high, sharing is meaningful and forum protocol is followed]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-12 |
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