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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
704 N Thompson St Suite 172, Conroe, TX 77301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Houston | TX | 02/2010 | Present |
| Nylife Securities Llc | Houston | TX | 06/2011 | Present |
| Assad Financial Group, Llc | Houston | TX | 10/2014 | Present |
| Kat-El Ranch | Houston | TX | 07/2015 | 06/2018 |
| Eagle Strategies Llc | Conroe | TX | 07/2026 | Present |
| Lionshare Wealth Strategies, Llc | Conroe | TX | 07/2026 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; COMPENSATION: COMMISSIONS] [OPERATING UNDER THE DBA NAME OF ASSAD FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HOUSTON, TX; START DATE: 10/2014] [Minister; Teaching, pastoring, leading, ministering at various churches. Preaching on Sunday, teaching classes, ministering to people, conducting marriage ceremonies, etc.; Varies- churches around Houston; Start Date 10/2018; Role/Title: Volunteer; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours] [Houston Livestock Show & Rodeo; It promotes agriculture by hosting an annual, family-friendly experience that educates & entertains the public, supports Texas youth, showcases Western heritage & provides year-round educational support within the community.; NRG Center 3 NRG Park Houston, Texas 77054; Start Date 01/2009; Role/Title: Volunteer; Not Investment Related; 40 hours per month; 20 hours per month during securities trading hours;I serve as a volunteer in the role of Vice-Chairman on a rodeo committee made up of volunteers. I help our specific team of volunteers with their tasks in helping with the event. It's not a year-round commitment, we serve 40 hours in the month of March when the 3-week rodeo is in town. Our volunteer team helps facilitate events while the show is happening] [Houston Livestock Show and Rodeo; The Houston Livestock Show and Rodeo promotes agriculture by hosting an annual, family-friendly experience that educates and entertains the public, supports Texas youth, showcases Western heritage and educational support within the community.; 3 NRG Pkwy, Houston, TX 77054; Start Date 06/2024; Role/Title: Chairman- Events & Functions; Not Investment Related; 8 hours per month; 3 hours per month during securities trading hours; Volunteer Events and Functions Chairman. As Chairman of Events and Functions, I would be head volunteer of the 136 volunteers on my committee for the next three years. I would oversee our committee, organizing the teams and events. Our volunteers supervise room setup, beverage and food service, sound requirements, and any other activities necessary for a successful event or function.] [Amazon Associate; I use Amazon for everything and will share links with friends and family about products I use. The Amazon Associate program allows for a percentage of any purchase through a shared link, but you must always share that you are an Amazon Associate; 3207 Voyager Ln, Conroe TX 77301; Start Date 01/2026; Role/Title: Independent Contractor; Not Investment Related; .25 hours per month;1 hours per month during securities trading hours] [4E Beach Holdings LLC; Short Term Rentals. considering purchasing a vacation home that will be used as a short term rental when not in use by our family. Once purchased, we plan to put it in an LLC.; 906 Helen, Crystal Beach, TX 77650; Start Date 07/2026; Role/Title: Owner; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Lionshare Wealth Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CONROE, TX; START DATE: 07/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-17 |
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