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4639 Corona Dr Ste 9, Corpus Christi, TX 78411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-30 |
Branch Locations
4639 Corona Drive #9, Corpus Christi, TX 78411 • 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 | Corpus Christi | TX | 07/2011 | Present |
| New York Life Ins Co | Corpus Christi | TX | 05/2010 | Present |
| Stonewater Wealth Management Inc. | Corpus Christi | TX | 02/2018 | Present |
| Stonewater Wealth Management | Corpus Christi | TX | 02/2018 | Present |
INSURANCE BROKERING; SALES AND SERVICE OF FIXED INSURANCE PRODUCTS FOR OUTSIDE CARRIERS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-15 |
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