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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-13 |
Branch Locations
5005 Lyndon B Johnson Fwy Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Dallas | TX | 10/2023 | Present |
| Standard Meat Company | Fort Worth | TX | 09/2019 | 08/2022 |
| Keystone Foods | Dallas | TX | 05/2017 | 06/2019 |
| Cuisine Solutions | Dallas | TX | 04/2016 | 05/2017 |
| Nylife Securities, Llc | Dallas | TX | 04/2024 | Present |
| Williamson Household | Dallas | TX | 09/2022 | 09/2023 |
| Jewish Community Center - Pro Shop | Dallas | TX | 07/2023 | 02/2025 |
| Eagle Strategies Llc | Dallas | TX | 12/2024 | Present |
| Wood Legacy Group Llc | Dallas | TX | 04/2023 | Present |
[OPERATING UNDER THE DBA NAME OF WOOD LEGACY GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; INDEPENDENT CONTRACTOR; 12201 Merit Drive Suite 1000 Dallas, TX 75251; START DATE: 8/2023] [Bishop Lynch High School; Volunteer at High School where my children attend. ; 9750 Ferguson Road, Dallas, TX 75228; Start Date 01/2026; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; I will volunteer in their school store where the kids and parents can buy Bishop Lynch merchandise like t shirts, sweatshirts, Stickers, shorts and hats.][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 5005 LBJ FWY STE #1600, Dallas, TX 75244; Start Date 06/2026; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-03 |
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