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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-10 |
| AZ | RA | APPROVED | 2025-12-03 |
| VA | RA | APPROVED | 2025-04-02 |
| NY | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
2018 Avenue B Floor 3, San Antonio, TX 78215 • United States
170B East San Antonio Street, New Braunfels, TX 78130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | San Antonio | TX | 03/2010 | 03/2025 |
| New York Life Insurance Company | San Antonio | TX | 12/2009 | 03/2025 |
| Eagle Strategies Llc | San Antonio | TX | 06/2018 | 03/2025 |
| Guardian Life Insurance Company Of America | New Braunfels | TX | 02/2025 | Present |
| Park Avenue Securities | New Braunfels | TX | 03/2025 | Present |
| Park Avenue Securities | San Antonio | TX | 04/2025 | Present |
| Guardian Life Insurance Company | San Antonio | TX | 04/2025 | Present |
Burke Material Handling LLC dba Combilift Depot: This is a heavy machinery company. My title is Owner. I may be asked once a year to give a sales training class. START DATE: 08/07/2007 ADDRESS: 11530 Hufsmith Kuykendahl Rd. Tomball, TX 77375 1 Total hours per month will be spent on this Outside Business Activity 0 hours during normal securities trading hours Annual Percentage - 26-50% Not Investment Related 1449 Narcissus: Long Term Rental- I own this 100% START DATE: 01/01/2004 ADDRESS: 1449 Narcissus Blvd, New Braunfels, TX 78130 1 total hours per month will you spend on this Outside Business Activity 0 during normal securities trading hours Annual Percentage - less than 10% Investment Related Maintenance and Management Rentals: This company provides the maintenance and management of rentals and commercial properties. Cleaning, repairs and listings of properties. START DATE: 02/01/2024 ADDRESS: 1403 oaklawn dr. New Braunfels, tx 78132 5 total hours per month will you spend on this Outside Business Activity 0 during normal securities trading hours Annual Percentage - less than 10% Not Investment Related Ramirez & Burke, LLC: promotional products-silent partner: I do not have a role in this company. I put up an initial investment of capital. I do not make any decisions with this company. START DATE: 10/15/2007 ADDRESS: 1403 Oaklawn Dr. New Braunfels, TX 78132 0 total hours per month will you spend on this Outside Business Activity 0 during normal securities trading hours 0 ANNUAL PERCENTAGE Not Investment Related Insurance Brokering: offer Auto/Home/Medical insurance through alliances. Independent contractor START DATE: 04/01/2025 ADDRESS: 1403 Oaklawn Dr. New Braunfels, TX 78132 2 total hours per month will you spend on this Outside Business Activity 0 during normal securities trading hours Annual Percentage - less than 10% Investment Related consulting not branded yet: independent contractor hired by individuals and Business Owners to train sales agents, sales managers & staff on growing business and sales processes & systems. Start Date: 01/15/2010 Address: 1403 oaklawn dr. new braunfels, tx 78132 3 total hours per month will you spend on this Outside Business Activity 0 hours per month during normal securities trading hours Annual Percentage - less than 10% Not Investment Related 465 Moonvine: I own 50% of this property. My wife owns the other 50% of this property. START DATE: 10/15/2018 ADDRESS: 465 Moonvine Way, New Braunfels, TX 78130 1 total hours per month will you spend on this Outside Business Activity 0 during normal securities trading hours Annual Percentage - less than 10% Investment Related 4301 33rd St: This is a multifamily short term rental I own 34% of this property START DATE: 02/07/2023 ADDRESS: 4301 33rd St. Lubbock, TX 79410 1 total hours per month will you spend on this Outside Business Activity 0 during normal securities trading hours Annual Percentage - less than 10% Not Investment Related 2317 Ithaca: This is a multifamily short term rental I own 34% of this property. START DATE: 11/30/2023 ADDRESS: 2317 Ithaca Ave. Lubbock, Texas 79410 1 total hours per month will you spend on this Outside Business Activity 0 during normal securities trading hours Annual Percentage - less than 10% Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-18 |
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