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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 09/2010 | Present |
| New York Life Insurance Company | Dallas | TX | 06/2010 | Present |
| Freedom Financial Group | Tyler | TX | 02/2013 | Present |
| Eagle Strategies Llc | Tyler | TX | 07/2021 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-SECURITIES INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 2/2013 ] [OPERATING UNDER THE DBA NAME OF FREEDOM FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: TYLER, TX; START DATE: 02/2013] [TEXAS FREEDOM HOLDINGS, LLC; REAL ESTATE INVESTING, FOR PURCHASING PROPERTY FOR LEASE/RENT TO OTHERS AND/OR TO SELL.; 816 RIDING RD TYLER, TX 75703; START DATE 11/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 5 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [UT-TYLER CENTER FOR FAMILY AND SMALL ENTERPRISES; CHAIRMAN OF THE BOARD FOR THE UNIVERSITY OF TEXAS AT TYLER'S CENTER FOR FAMILY AND SMALL ENTERPRISES; BUSINESS BUILDING OFFICE 115: 3900 UNIVERSITY BLVD: TYLER: TX: 75799; START DATE 05/2015; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [AGW Holdings, LLC; real estate investing; 816 Riding Rd, Tyler, TX, 75703; Start Date 04/2017; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Whitay Holdings, LLC; purchasing commercial and residential real estate for the purpose of rental income and flipping properties.; 816 Riding Rd, Tyler, TX, 75703; Start Date 06/2017; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [ 777 Freedom, LLC; rental [property; investment related; start date 08/2019; 816 Riding Rd, Tyler, TX, 75703; 1 hour per month none during sec hours; owner; collect rent] [The Bargain Barn LLC - Dormant; Retail and online sales of home goods ; 816 Riding Rd, Tyler, TX, 75703; Start Date 07/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Musician; play in paid gigs.; 610 W Grande, Tyler, TX, 75703; Start Date 12/2024; Role/Title: Independent Contractor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Texas Freedom Storage, LLC (Dormant); LLC is dormant; 610 W Grande Blvd Tyler TX 75703; Start Date 10/2023; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][1836 Freedom Holdings, LLC; hold real estate holdings; 777 S Broadway, Suite 100, Tyler, TX, 75703; Start Date 08/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-28 |
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