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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
5005 Lyndon B Johnson Fwy Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
Wylie, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 02/2023 | Present |
| New York Life Insurance Company | Dallas | TX | 12/2022 | Present |
| Unemployed | Dallas | TX | 06/2022 | 12/2022 |
| Dallas Theological Seminary | Dallas | TX | 08/2012 | 05/2022 |
| World Financial Group | Dallas | TX | 10/2020 | 09/2021 |
| Gateway Of Grace | Dallas | TX | 08/2016 | 06/2017 |
| Cloud Wealth Strategies, Llc | Dallas | TX | 04/2024 | Present |
| Eagle Strategies Llc | Dallas | TX | 10/2025 | Present |
[Anglican Church in North America; denominational religious body; weekend priest; no compensation; 3836 Oak Grove Road P.O. Box 776 Loganville, GA 30052; 3 hours per month, 0 hours during securities trading hours; non-investment related] [Christ Church Plano; church ministry. volunteer as a weekend assistant priest on as needed basis; 4550 Legacy Dr, Plano, TX 75024; No compensation; 3 hours per month, 0 hours during securities trading hours; non-investment related] [OPERATING UNDER THE DBA NAME OF CLOUD WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 04/2024] [Trinity Lakeside; a contemplative Christian community. This is a religious body built around contemplative Christianity dedicated to prayer, worship and care for souls.; Trinity Lakeside Abbey 170 S Woodland Trail Double Oak, TX 75077; Start Date 01/2025; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Serving as a volunteer Assisting Priest with preaching and pastoral responsibilities.] [FOCUS Group North America Inc; FOCUS Group NA inc is a non-profit entity that brings together associates in North America for fellowship and support-raising for FOCUS-Kenya.; 2303 Oxford Rd. Lawrence, Kansas 66049; Start Date 10/2020; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; My wife Caroline and I will serve as treasurers/resource mobilization coordinators for the group. She is a signatory to the bank account alongside two other officers. I will assist her with mobilization and coordination but will not sign any checks or handle account processing issues.][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; Lyndon B. Johnson Fwy, Suite 1600, Dallas, TX 75244; Start Date 04/2026; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 30 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-24 |
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