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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-21 |
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 |
|---|---|---|---|---|
| Office Of Noli Dino, Agent, New York Life | Dallas | TX | 05/2013 | 02/2018 |
| 1St Global Capital Corp. | Dallas | TX | 02/2018 | 05/2019 |
| New York Life Insurance Company | Dallas | TX | 06/2013 | Present |
| Nylife Securities Llc | Dallas | TX | 06/2019 | Present |
| Eagle Strategies Llc | Dallas | TX | 11/2020 | Present |
| Island Wealth Strategies And Insurance Solutions, Llc | Dallas | TX | 04/2022 | Present |
| Bates Wealth Strategies, Llc | Dallas | TX | 12/2022 | 05/2025 |
| Paoerhouse Financial Group | Dallas | TX | 11/2023 | 05/2025 |
| The Broadhead Organization, Llc | Dallas | TX | 05/2025 | 10/2025 |
[LINDA MCALISTER TALENT AGENCY; ACTRESS; TALENT agency who represents me as an actress, obtaining auditions for me in the areas of television, film, commercials, indutrials and print; 5-10 hours a month with this activity; NON INVESTMENT RELATED: 5 HOURS DURING SECURITIES TRADING HOURS: START DATE: 04/16/2012;ADDRESS: 100 Oak Ln, Waxahachie TX 75167, United States] [Communities Foundation of Texas Advisory Council; Communities Foundation of Texas helps people create funds for charity giving;5500 Caruth Haven Lane, Dallas, Texas 75225; Start Date 08/2019; Role/Title: Volunteer; NON Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 01/2020; 12201 Merit Drive Suite 1000 Dallas, TX 75251; 5 HOURS PER MONTH AND DURING SECURITIES HOURS] [Island Financial Strategies, LLC; I created Island Financial Strategies LLC to hire and process payroll for my employees. However, I do not plan to operate under this as a DBA. I plan to continue doing business under Eagle Strategies LLC at the moment.; 12201 Merit Drive Suite 1000 Dallas TX 75251; Start Date 02/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [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; OWNER; DALLAS, TX; START DATE: 04/2022] [Tackle Tomorrow; Tackle Tomorrow, a 501(c)(3) nonprofit founded in 2014 by five-time NFL Super Bowl Champion Charles Haley and Dallas civic leader Bob Bowie, is dedicated to improving early childhood literacy in underserved communities.; PO BOX 741833 Dallas, TX 75374; Start Date 06/2025; Role/Title: Board Member; Not Investment Related; 20 hours per month; 10 hours per month during securities trading hours; together a Playbook that documents the ins and outs of the organization, so that it can be used to expand to new cities.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-27 |
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