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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-13 |
Branch Locations
13135 Dairy Ashford Suite 550, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ny Life Ins. Co. | Houston | TX | 11/1970 | Present |
| Nylife Securities Inc. | Houston | TX | 01/1973 | Present |
| Vitek Insurance Services, Llc | Sugar Land | TX | 01/2016 | Present |
| Eagle Strategies Llc | Houston | TX | 06/2022 | Present |
| Linea Wealth Group, Llc D/B/A Linea | Sugarland | TX | 08/2024 | Present |
[BROKERAGE OF GROUP MEDICAL AND INDIVIDUEL HEALTH INSURANCE] [AGENT OWNS A FARM THAT HE LEASES OUT TO HIS NEIGHBOR FOR CATTLE GRAZING. 52 ACRES AT $2 AN ACRE A YEAR = $104.00 A YEAR] [OPERATING UNDER THE DBA NAME OF VITEK INSURANCE SERVICES, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SUGAR LAND, TX; START DATE: 01/2016] AGENT IS APPOINTED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS AGENT OWNS 12 ACRES OF RURAL LAND IN FAYETTE COUNTY TEXAS AND RECEIVES ROYALTIES. [OPERATING UNDER THE DBA NAME OF Linea Wealth Group, LLC D/B/A Linea FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SUGARLAND TX; START DATE: 08/2024]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-17 |
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