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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-07 |
Branch Locations
5005 Lyndon B Johnson Fwy Suite 1600 & Suite 1125, Dallas, TX 75244 • 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 | Dallas | TX | 02/2011 | Present |
| New York Life Insurance Co. | Dallas | TX | 10/2010 | Present |
| Truevision Financial Services, Llc | Dallas | TX | 07/2015 | Present |
| Eagle Strategies Llc | Dallas | TX | 04/2021 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 12201 MERIT DRIVE #1000, DALLAS, TX 75251; START DATE 04/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 1 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF TRUEVISION FINANCIAL SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DALLAS, TX; START DATE: 07/2015]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-26 |
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