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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | El Paso | TX | 10/2016 | Present |
| New York Life Insurance Co | El Paso | TX | 07/2014 | Present |
| Eagle Stratgies Llc | El Paso | TX | 12/2022 | Present |
| Crown Wealth Strategies Llc D/B/A Crown Wealth Strategies | El Paso | TX | 11/2024 | Present |
[Children's Grief Center of El Paso ; The Children's Grief Center of El Paso is the only non-profit organization providing bereavement support to grieving children, and their families, in El Paso and surrounding regions. ; 11625 Pellicano Dr. #B, El Paso TX 79936; Start Date 02/2015; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Member of the Finance Committee reviewing statements, budget, and variances prepared by the organization.] [El Paso Children's Hospital Foundation; El Paso Children's Hospital Foundation is dedicated to providing support for the tools, resources, equipment, and care for the El Paso Children's Hospital of El Paso. ; 303 N. Oregon St. Ste 1200 El Paso TX 79901; Start Date 04/2018; Role/Title: Chairman, Board of Directors; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Finance Committee Board Member reviewing statements, budgets, and variances prepared by the non-profit organization.] [University Medical Center Foundation of El Paso; The mission of University Medical Center Foundation of El Paso is to provide support for University Medical Center Hospital of El Paso in their mission of improving the health, wellness, and quality of life for all El Pasoans and surrounding region.; 303 N. Oregon St. Ste 1200 El Paso TX 79901; Start Date 04/2018; Role/Title: Chairman, Board of Directors; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Finance Committee Board member review financial statements, budgets, and variances prepared by the organization.] [OPERATING UNDER THE DBA NAME OF Crown Wealth Strategies LLC D/B/A Crown Wealth Strategies FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; El Paso TX; START DATE: 11/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-21 |
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