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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-11-18 |
Branch Locations
6200 Bridgepoint Parkway Suite 300, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Austin | TX | 11/2001 | Present |
| Austin Country Club | Austin | TX | 11/2000 | Present |
| H20 Velocity | Austin | TX | 12/2000 | Present |
| Eagle Strategies Llc | Austin | TX | 06/2006 | Present |
| Nylife Securities Llc | Austin | TX | 11/2001 | Present |
[I AM AFFILIATED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS, I.E., HEALTH, DISABILITY.] [INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES] [OWNER, TWO RENTAL PROPERTIES IN AUSTIN, TX. I RECEIVE RENTAL INCOME FROM TWO RENTAL PROPERTIES IN AUSTIN, TX. I COLLECT RENT AND MAINTAIN PROPERTIES. THIS ACTIVITY IS NON INVESTMENT-RELATED. I DEVOTE APPROXIMATELY 2 HOURS/MONTH TO THIS ACTIVITY.] [Western Hills Little League; Coaching 7 & 8 year olds.; 1333-1407 Reserve Rd, Austin, TX 78703; Start Date 03/2023; Role/Title: Volunteer; Not Investment Related; 15 hours per month; 2 hours per month during securities trading hours; coach kids]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-10 |
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