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                            Disclosure

                            Joel Gomez is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4222071), FL, MA, NC, NJ, OH, TX, and WA. No insurance business may be conducted outside the states referenced.

                            As a New York Life Agent, Joel Gomez is licensed and authorized to offer insurance in California, but Levanta Wealth Strategies, LLC. may not be. For additional information on California licensure status, please click here.

                            Joel Gomez is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX, 75244, 972-774-2409. In this regard, this communication is strictly intended for individuals residing in the states of CA, NC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                            Joel Gomez is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, NC, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

                            Paloma Alvarado is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business may be conducted outside the state referenced.

                            Paloma Alvarado is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX, 75244. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

                            Paloma Alvarado is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in the state referenced.

                            Levanta Wealth Strategies, LLC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                            Neither Levanta Wealth Strategies, LLC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                            For more information about NYLIFE Securities LLC and its investment professionals.

                            Click here
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