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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-21 |
| MI | RA | APPROVED | 2024-08-21 |
| TX | RA | APPROVED | 2024-08-21 |
Branch Locations
S Valley Hwy 8310, Englewood, CO 80112 • United States
207 E San Antonio Street, New Brunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | San Antonio | TX | 10/2020 | 08/2024 |
| First Service Credit Union | Houston | TX | 02/2018 | 08/2020 |
| Chartway Federal Credit Union | Houston | TX | 08/2016 | 02/2018 |
| Nylife Securities Llc | San Antonio | TX | 12/2020 | 08/2024 |
| University Of Houston Downtown | Houston | TX | 08/2017 | 08/2019 |
| Eagle Strategies Llc | San Antonio | TX | 10/2022 | 08/2024 |
| Silverback Financial, Llc | New Braunfels | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
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