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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2002-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N.Y. Life Ins Co | Dallas | TX | 02/1986 | Present |
| Nylife Securities Inc. | Dallas | TX | 09/1987 | Present |
| Lone Star Wealth Strategies | Frisco | TX | 10/2013 | Present |
| Eagle Strategies Llc | Firsco | TX | 05/2001 | Present |
[OPERATING UNDER THE DBA NAME OF LONE STAR WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: FRISCO, TX; START DATE: 10/2013] [Texas Veterans Commission; Commissioner of Texas Veterans Commission; TVC, PO Box 12277 Austin Texas 78711; Start Date 04/2024; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Review of policy governing the Texas Veterans Commission] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2967 Hancock Dr Frisco Texas 75033; Start Date 01/2005; Role/Title: Owner; Investment Related; 160 hours per month; 160 hours per month during securities trading hours; Selling insurance][Gunny Publishing LLC; Publishing a book about a military figure; 2967 Hancock Dr Frisco Texas 75033; Start Date 07/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-27 |
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