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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-24 |
Branch Locations
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Pleasanton | CA | 07/2010 | 05/2021 |
| New York Life Insurance Company | Pleasanton | CA | 07/2010 | 02/2022 |
| Eagle Strategies Llc | San Ramon | CA | 02/2011 | 02/2022 |
| Nylife Distributors Llc | Addison | TX | 05/2021 | 02/2022 |
| Morgan Stanley | Dallas | TX | 02/2022 | Present |
*486676 - Rental Property; Investment related - Yes; Plano, TX; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2017; During business hours: 0; After business hours: 1; Labor/Service *512616 - Rental Property; Investment related: Yes; College Station, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-17 |
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