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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-14 |
Branch Locations
777 Main Street Suite 3800, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| May Financial Strategies, Llc | Fort Worth | TX | 10/2010 | Present |
| Nylife Securities Llc | Fort Worth | TX | 08/2013 | Present |
| Eagle Strategies Llc | Fort Worth | TX | 10/2014 | Present |
| Easy Clean Maids | Fort Worth | TX | 09/2015 | Present |
[Notary Public; 777 Main St. Suite 3800, Fort Worth, TX 76102; Start Date: 08/2015; Role/Title: Notary Public; Not investment related; 1 hour per month; 1 hour per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF May Financial Strategies, LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; FORT WORTH, TX; START DATE: 03/2017] [The Family Initiative, Inc. ; TFI is a not for profit child welfare agency providing various types of services to the community including foster and kinship care, domestic adoption, counseling support and education, TIPS-MAPP training and visitation and exchange centers. ; 217 Southeast 4th Street Topeka, KS 66603; Start Date 05/2023; Role/Title: Member; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours; Serve as a committee member of the finance committee of TIF. Finance Committee meets the last Wednesday of each month during the lunch hour via zoom. I will be responsible for listening to the CFO go through TFI's monthly financials and then the committee can a recommendation if any. The committee gets a packet usually the Thursday or Friday before the meeting to review.][Easy Clean Maids; Residential cleaning business; 209 W 2nd St., Suite 121, Fort Worth, TX 76102; Start Date 09/2015; Role/Title: Partner; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-29 |
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