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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
415 W Wall Street Suite 840, Midland, TX 79701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Texas Symphony | Midland | TX | 08/2017 | Present |
| University Of Texas Permian Basin | Odessa | TX | 08/2017 | 11/2023 |
| Ector County Independent School District | Odessa | TX | 08/2017 | 06/2022 |
| University Of Arizona | Tucson | AZ | 07/2015 | 06/2017 |
| New York Life Insurance Company | Lubbock | TX | 06/2022 | Present |
| Nylife Securities Llc | Lubbock | TX | 10/2022 | Present |
| Eagle Strategies Llc | Midland | TX | 05/2026 | Present |
[West Texas Symphony; 3100 La Force Blvd, Midland, TX 79706; Principal Bassoon; start 08/2017; Wages; 20 hours per month, 8 hours during securities trading hours; non-investment related][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 415 W Wall Street, Suite 840, Midland, TX 79701; Start Date 09/2025; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-14 |
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