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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Company | Frisco | TX | 06/2023 | Present |
| Nylife Securities Llc | Frisco | TX | 07/2023 | Present |
| Frisco Isd | Frisco | TX | 08/2020 | 06/2023 |
| Adams 12 Five Star School District | Broomfield | CO | 08/2018 | 08/2020 |
| Frisco Isd | Frisco | TX | 01/2015 | 08/2018 |
| Clearpath Wealth Strategies, Llc | Frisco | TX | 10/2024 | 10/2025 |
| Fierce Financial, Llc | Frisco | TX | 06/2025 | Present |
| Eagle Strategies Llc | Frisco | TX | 01/2026 | Present |
[OPERATING UNDER THE DBA NAME OF Fierce Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (PARTNER); (FRISCO, TX); START DATE: 6/2025][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2600 NETWORK BLVD, STE 130, Frisco, Texas, TX 75034; Start Date 07/2025; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-18 |
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