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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-12 |
Branch Locations
3833 S Texas Avenue Suite 108, Bryan, TX 77802 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bryan | TX | 08/2021 | 01/2022 |
| Sam Houston State University | Huntsville | TX | 05/2017 | 12/2021 |
| Blinn College | Bryan | TX | 05/2015 | 05/2017 |
| New York Life Insurance Company | Austin | TX | 01/2022 | Present |
| Nylife Securities Llc. | Austin | TX | 07/2022 | Present |
| Eagle Strategies Llc | Bryan | TX | 09/2023 | Present |
| B2 Wealth Solutions, Llc | Austin | TX | 04/2026 | Present |
[Insurance Brokering; Appointed with outside insurance carriers for the purpose of brokering non-registered insurance products; 3833 South Texas Ave Suite 108 Bryan, Tx 77802; Start Date 08/2024; Role/Title: Insurance Broker; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Insurance Brokering] [OPERATING UNDER THE DBA NAME OF B2 Wealth Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; AUSTIN TX; START DATE: 04/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-27 |
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