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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-08-30 |
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 | 01/2010 | Present |
| Nylife Securities Llc | El Paso | TX | 05/2010 | Present |
| Eagle Strategies Llc | El Paso | TX | 08/2011 | Present |
| Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies | El Paso | TX | 04/2013 | Present |
| Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies And In | El Paso | TX | 04/2019 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [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 AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 303 N OREGON STE 1100 EL PASO TX 79901; START DATE: 04/2013] [JC & GD III DBA ORO INVESTMENTS LLC; REAL ESTATE OWNERSHIP - COMMERCIAL PROPERTIES; 320 TEXAS AVE. 2ND FLOOR EL PASO, TX 79901; START DATE 05/2014; ROLE/TITLE: PARTNER; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Young President's Organization; 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 11/2014; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [EL Paso Management Group, commercial real estate rental; Po box 55 El Paso TX 79940; Start Date 01/1994; Role/Title: Partner; Investment Related; 1 hours per month; 0 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 for use in CA only FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; EL PASO, TX; START DATE: 04/2019] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2018; Role/Title: Shareholder; Investment Related; 1 hours per month and during securities trading hours] [PUR Pressed Juice; Juice company; 11165 Gateway Blvd W, El Paso, TX 79935; Start Date 06/2019; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [El Paso Children's Hospital Foundation; charitable organization for University Medical Center of EP, Children's Miracle Network, and EP Children's Hospital.; 4845 Alameda Ave, El Paso, TX 79905; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; finance committee]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-16 |
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