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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-05 |
| TX | RA | APPROVED | 2020-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurnce Company | Houston | TX | 09/2019 | Present |
| Nylife Securities Llc | Houston | TX | 10/2019 | Present |
| New York Life Insurance Company | Edina | MN | 06/2017 | 08/2019 |
| Wells Fargo Institutional Retirement & Trust | Roseville | MN | 06/2014 | 05/2017 |
| Eagle Strategies Llc | Houston | TX | 09/2020 | Present |
| Ann Taylor | White Plains | NY | 11/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-14 |
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