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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-29 |
Branch Locations
13135 Dairy Ashford Road Suite 550, Sugarland, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Houston | TX | 05/2009 | Present |
| Nylife Securities Llc | Houston | TX | 05/2009 | Present |
| Monk Financial Strategies Group | Houston | TX | 10/2012 | Present |
| Eagle Strategies Llc | Houston | TX | 01/2018 | Present |
| Linea Wealth Group, Llc D/B/A Linea | Sugarland | TX | 07/2024 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 10/2012-THROUGH THE DBA OF MONK FINANCIAL STRATEGIES GROUP] [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; OWNER; SUGARLAND TX; START DATE: 07/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-02 |
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