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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
Branch Locations
7160 Dallas Parkway Suite 510, Plano, TX 75024 • United States
2431 East 61St Street Suite 650, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Fresno | CA | 07/1991 | Present |
| Nylife Securities Llc | Fresno | CA | 02/1992 | Present |
| Eagle Strategies Llc | Edina | MN | 06/2012 | Present |
[Rental Property: owner; investment related; rent out two homes; start date 03/2003] [Bishop Air Leasing; Leasing/renting out plane that is owned by company(my sons company); 3850 Lone Cedar Lane, Chaska MN 55318; Start Date 11/2021; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; loan assistance]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-14 |
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