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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 12/2013 | Present |
| New York Life Insurance Company | Dallas | TX | 06/2013 | Present |
| Momentum Wealth Strategies, Llc | Dallas | TX | 08/2016 | Present |
| Eagle Strategies Llc | Dallas | TX | 01/2022 | Present |
| Island Wealth Strategies And Insurance Solutions, Llc | Dallas | TX | 11/2025 | Present |
[HOWARD ENTERPRISES, INC.; OWNER; NO WAGES; NOT INVESTMENT RELATED; 744 BRICK ROW #2207, RICHARDSON, TX 75081; NO HOURS ARE SPENT DEVOTED TO THIS ACTIVITY; DORMANT COMPANY.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products and through GAs The American Group and Borden Hamman; 12201 Merit Drive #1000, Dallas, TX 75251; Start Date 07/2016; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MOMENTUM WEALTH STRATEGIES, 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: 08/2016] [Dallas Business Club; The Dallas Business Club provides a platform for high-level networking within a peer group of similarly-minded professionals.; The club does not have a physical address.; Start Date 05/2018; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [DFW Kellogg Alumni Club; non investment related; board member; start date 05/2013; 2001 Sheridan Rd, Evanston, IL 60208; 4 hours per month; VP of Executive Engagement, recruiting senior level Kellogg Alumni to become active members of the club- host executive roundtables-host a networking group so that busy executives can get to know their fellow local alumnus, and encourage executives to become a sponsor or host of future events] [Bishop Lynch High School Board of Directors; Bishop Lynch is a private co-ed high school, located in Dallas, Texas, serving approximately 1,400 students.; 9750 Ferguson Road, Dallas, TX 75230; Start Date 07/2020; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Diocesan Interracial Healing Task Force for the Dallas Catholic Diocese; The task force was created by the Bishop of the Dallas Catholic Diocese, Bishop Edward Burns, to help deal with the growing racial tensions that exist within and outside of the church community in Dallas.; 3725 Blackburn Street, Dallas, TX 75219; Start Date 10/2020; Role/Title: Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Catholic Foundation of Dallas; The Catholic Foundation, a 501(c)(3) public charity, was established to ensure that the physical and spiritual needs of those in the community who were less fortunate would never be overlooked.; 12222 Merit Drive, Suite 850, Dallas, TX 75251; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours;help to choose which organizations that submit grants are approved. I have no control over funds or investments, and merely approve or deny grant requests along with the other board members.] [Kellogg School of Management Alumni Council; The Kellogg Alumni Council provides feedback to the Dean on the most effective ways to keep alumni across the world engaged.; 2211 Campus Dr, Evanston, IL 60208; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; advise the Dean and the team of alumni Relations on how best to engage the school's alumni across the world] [OPERATING UNDER THE DBA NAME OF ISLAND WEALTH STRATEGIES AND INSURANCE SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 11/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-23 |
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