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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
Branch Locations
1302 Merrimac Dr,, Allen, TX 75002 • United States
5005 Lyndon B Johnson Fwy Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Dallas | TX | 08/2022 | Present |
| Insure You Too, Llc | Mckinney | TX | 05/2022 | 08/2022 |
| Running Gear Transportation | Plano | TX | 06/2017 | 05/2022 |
| Car Toys Inc. | Plano | TX | 07/2004 | 05/2017 |
| Nylife Securities Llc | Dallas | TX | 09/2022 | Present |
| Mogul Wealth Strategies, Llc | Dallas | TX | 02/2023 | 03/2024 |
| Tri Wealth, Llc | Dallas | TX | 03/2024 | Present |
| Eagle Strategies Llc | Dallas | TX | 10/2025 | Present |
[OPERATING UNDER THE DBA NAME OF TRI WEALTH, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 03/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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