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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-18 |
Branch Locations
10375 Centurion Parkway North Suite 300, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nesteggs Retirement Plan Services, Inc. | Jacksonville | FL | 02/2016 | 01/2019 |
| Pruco Securities, Llc. | Jacksonville | FL | 02/2019 | 06/2022 |
| Prudential Insurance Company Of America | Jacksonville | FL | 05/2019 | 06/2022 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 06/2022 | 12/2022 |
| W&S Brokerage Services | Cincinnati | OH | 08/2023 | 01/2026 |
| Western & Southern Life | Jacksonville | FL | 08/2023 | Present |
| Turbodebt | Jacksonville | FL | 05/2023 | 07/2023 |
| Alliance Financial Group | Orange Park | FL | 12/2022 | 07/2023 |
| New York Life Insurance Company | Jacksonville | FL | 01/2026 | Present |
| Nylife Securities Llc | Jacksonville | FL | 02/2026 | Present |
| Eagle Strategies Llc | Jacksonville | FL | 03/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 10151 Deerwood Park Blve, Suite 320, Building 300, Jacksonville FL 32256; start 07/2023; 20 hours per month, 10 hours during securities trading hours; non-investment related]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-08 |
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