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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | El Paso | TX | 01/2017 | 09/2019 |
| Mechanical Technologies | El Paso | TX | 01/2016 | Present |
| University Of Texas El Paso | El Paso | TX | 06/2009 | 05/2018 |
| New York Life Insurance Company | El Paso | TX | 10/2019 | Present |
| Nylife Securities Llc | El Paso | TX | 01/2020 | Present |
| Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies | El Paso | TX | 02/2020 | Present |
| Eagle Strategiess Llc | El Paso | TX | 03/2020 | Present |
[Mechanical Technologies; This is a heating ventilation and air condition company.; 210 n cotton st el paso tx 79901; Start Date 01/2016; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; I have no functions or responsibilities with the company itself. This is a family owned company; event organization] [OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; EL PASO, TX; START DATE: 02/2020] [Insurance Brokering; Appointed with various carriers for the purpose of selling non-nly, non-registered products; 621 N Resler, El Paso, Texas 79912; Start Date 02/2023; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][El Paso Estate Planning Council; group of professionals discuss topics on estate planning and share their knowledge; 601 N. Mesa St. Ste 1000 · El Paso, TX 79901; Start Date 08/2025; Role/Title: Board Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; organize meetings][el paso symphony ; a local orchestra ; 1 civic center plaza el paso tx 79901; Start Date 03/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][Progress 321; non-profit economic development organization that helps the city of el paso; 333 n oregon second floor el paso tx 79901; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Collaborate with other board members to overview progress of the non-profit and aid with creating ideas for outreach and growth]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-24 |
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