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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frisco Isd | Frisco | TX | 08/2019 | 06/2023 |
| Mckinney Isd | Mckinney | TX | 08/2017 | 07/2019 |
| Plano Isd | Plano | TX | 08/2014 | 06/2017 |
| Nylife Securities Llc | Fort Worth | TX | 07/2023 | Present |
| New York Life Insurance Company | Fort Worth | TX | 06/2023 | Present |
| Eagle Strategies Llc | Fort Worth | TX | 04/2026 | Present |
[Toast and Coast ; I am a occasional driver for a Wedding Getaway service. I do not have regular established hours or shifts. The work comes as needed by the business owner at his discretion and as my schedule allows. The business owner is the primary driver. ; 5317 Sandstone Ln, McKinney, TX, 75072; Start Date 09/2023; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 777 Main St. #3800, Fort Worth, Texas 76102; Start Date 09/2025; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours][Princeton-Lowry Crossing Chamber of Commerce; To empower economic growth, foster business development, promote education, nurture entrepreneurship, and strengthen connections within our community to create a vibrant and prosperous future.; 123 W.Princeton Dr., Suite 200 Princeton, TX 75407; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Establish norms and procedures for new and current chamber events. Promoting the chamber to encourage new membership]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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