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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-10 |
| NM | RA | APPROVED | 2025-11-07 |
Branch Locations
6565 Americas Parkway Ne Suite 300, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Albuquerque | NM | 01/2022 | Present |
| Baptist Convention Of New Mexico | Albuquerque | NM | 02/2013 | 12/2021 |
| Nylife Securities Llc | Albuquerque | NM | 08/2022 | Present |
| Peak Financial Services, Llc | Albuquerque | NM | 03/2025 | Present |
| Eagle Strategies Llc | Albuquerque | NM | 11/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 6565 America's Parkway NE 87110; Start Date 10/2024; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PEAK FINANCIAL SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ALBUQUERQUE, NM); START DATE: 03/2025] [NAIFA New Mexico board; NAIFA New Mexico is a local chapter of NAIFA, the National Association of Insurance and Financial Advisors. The organization advocates for policies that are business friendly to our members. We also educate clients. We also host Life Happens.org. ; 1070 S. Bosque Loop, Bosque Farms NM. 87068; Start Date 03/2025; Role/Title: Board Member; Investment Related; 5 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
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