Lingfeng Lu

Current Employers

Employment History

• 06/2026 → Present
  Lumina Wealth Llc
  Conroe, TX
• 11/2017 → Present
  New York Life Insurance Company
  Scottsdale, AZ
• 07/2018 → Present
  Nylife Securities Llc
  Scottsdale, AZ
• 01/2017 → 08/2017
  Wells Fargo Bank
  Moorhead, MN
• 08/2015 → 12/2016
  Ch Trade Llc
  Fargo, ND
• 09/2017 → 10/2017
  Unemployed
  Tempe, AZ
• 07/2024 → 06/2026
  Openwin Financial & Insurance Services, Llc
  Conroe, TX
• 08/2025 → Present
  Eagle Strategies Llc
  Conroe, TX

Other Businesses

[Insurance Brokering; Agent to be appointed with various insurance carriers for the purpose of brokering non-registered insurance products.; 3200 Southwest Freeway, Suite 1900, Houston TX 77027; Start Date 08/2022; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LUMINA WEALTH LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (CONROE, TX); START DATE: 06/2026][NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Passive Shareholder; Investment Related; 0.2 hours per month; 0.2 hours per month during securities trading hours][Lu Family Trust of 2023; I currently own rental property that I lease out for rental income. 10 S Crossed Birch PL, Spring, TX 77381; 10 S Crossed Birch PL, Spring, TX 77381; Start Date 01/2023; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-11
• S63 Uniform Securities Agent State Law Examination
  2020-07-10