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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
2800 W Trenton Rd Suite 2812, Edinburg, TX 78539 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mcallen | TX | 02/2023 | 03/2024 |
| Wells Fargo Bank, Na | Mcallen | TX | 01/2016 | 03/2024 |
| New York Life Insurance Company | Mcallen | TX | 03/2024 | Present |
| Nylife Securities, Llc | Mcallen | TX | 04/2024 | Present |
| Eagle Strategies Llc | Edinburg | TX | 04/2025 | Present |
[Notary Public; Texas Notary Public. A NOTARY PUBLIC SERVES TO VALIDATE SIGNATURES OF AN INDIVIDUAL ADMINISTER OATHS AND AFFIRMATIONS; 2000 E. HWY US BUS 83, MISSION, TX. 78572; Start Date 05/2017; Role/Title: Notary Public; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; A NOTARY PUBLIC SERVES TO VALIDATE SIGNATURES OF AN INDIVIDUAL ADMINISTER OATHS AND AFFIRMATIONS]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-01 |
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