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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
777 Main Street Suite 3800, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Woman's University | Denton | TX | 01/2013 | 12/2017 |
| Senior Rehab Solutions | Arlington | TX | 01/2018 | 06/2019 |
| Therapy Management Corporation | Arlington | TX | 06/2019 | 12/2020 |
| Sage Care Therapy | Dallas | TX | 01/2020 | 01/2022 |
| Health Management Group | Arlington | TX | 01/2022 | Present |
| Nylife Securities Llc | Fort Worth | TX | 06/2023 | Present |
| New York Life Insurance Company | Fort Worth | TX | 04/2023 | Present |
| Eagle Strategies Llc | Fort Worth | TX | 07/2024 | Present |
| Crg Therapy Group | White Settlement | TX | 07/2024 | Present |
[Health Management Group; I will perform occupational therapy on a PRN, or "as needed", status in order to maintain an active occupational therapy license as required by the Texas board of occupational therapy examiners.; 3033 W Green Oaks Blvd., Arlington, Tx 76016; Start Date 09/2023; Role/Title: Employee; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Occupational therapist provided therapy and rehabilitation services.] [CRG Therapy Group; I will perform occupational therapy on a PRN, or only on "as needed" basis, in order to maintain an active occupational therapy license as required by the Texas board of occupational therapy examiners.; 1950 S Las Vegas Trail, White Settlement, TX 76108; Start Date 07/2024; Role/Title: Employee; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; Occupational therapist provided therapy and rehabilitation services.][DFW Network of Women; A networking group for women.; Not applicable.; Start Date 11/2023; Role/Title: Admin (1 of 4); Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; introduce women to network]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-21 |
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