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Nautilus Plus

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Nautilus Plus is a highly selective, elite group of skilled professionals that is limited to the top 30 members of The Nautilus Group®, those who are among the most accomplished in the industry. Membership is by invitation only.

Nautilus Plus members have exclusive and unmatched access to a team of experienced Nautilus Group professionals who provide value added, client focused services, consultation, and support to the members as they serve their clients. Nautilus Plus members work in tandem with the dedicated Nautilus Plus staff to provide informed choices and innovative solutions.

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2121 Sage Road, Suite 355
Houston, TX 77056

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Office: (713) 572-0091
Fax: (713) 572-0109

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

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Disclosure

F Surles 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 select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
F Surles (CA Insurance License #0F71305).

As a New York Life Agent, F Surles is licensed and authorized to offer insurance in California, but THE FORREST GROUP, LLC may not be. For additional information on California licensure status, please click here.

F Surles 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, 2121 Sage Rd Ste 355, Houston, TX 77056, 713-572-0091. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

F Surles is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

F Surles is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

THE FORREST GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither THE FORREST GROUP, 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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