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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-07 |
Branch Locations
2600 Network Blvd Suite 130, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Addison | TX | 07/2011 | 03/2017 |
| Usaa Financial Planning Services | Addison | TX | 07/2011 | 03/2017 |
| Nylife Securities Llc | Frisco | TX | 04/2017 | Present |
| New York Life Insurance Company | Frisco | TX | 03/2017 | Present |
| Eagle Strategies Llc | Frisco | TX | 06/2017 | Present |
[Alpha Tau Omega - Texas Theta Sigma Board of Trustees; Serve as an alumni board and offer guidance to the current executive board of the Alpha Tau Omega fraternity at Texas A&M; 2124 Nob Hill; Carrollton, TX 75006; Start Date 05/2014; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-13 |
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