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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-02 |
| MD | RA | APPROVED | 2024-02-29 |
Branch Locations
8706 Commerce Drive Suite #1, Easton, MD 21601 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Towson | MD | 07/1999 | Present |
| Nylife Securities | Annapolis | MD | 03/2005 | Present |
| Atlantic Financial Group Llc | Annapolis | MD | 12/2010 | Present |
| Eagle Strategies Llc | Easton | MD | 02/2024 | Present |
| Atlantic Financial Group, Llc D/B/A Afg Wealth | Easton | MD | 03/2024 | Present |
[8706 COMMERCE DR LLC; primary location from running THE ATLANTIC FINANCIAL GROUP, LLC; 8706 COMMERCE DR #1 EASTON MD 21601; Start Date 01/2015; Role/Title: Owner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products through ATLANTIC FINANCIAL GROUP LLC; Owner; investment related; start date 12/2010] [Capt. Brett M. Sause; Will be running charters cruise and professional captain services for a fee. In addition, teaching boat handling and operational practices and maritime rules and safety.; 8706 Commerce Dr #1 Easton MD 21601; Start Date 08/2016; Role/Title: Owner; Not Investment Related; 24 hours per month; 10 hours per month during securities trading hours] [Brett Sause Speaks; Paid a fee to give speeches of a educational / motivational nature.; 8706 commerce Dr #1 easton md 21601; Start Date 10/2016; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Brett & Molly Sause Family Fund; run by Renaissance Charitable Foundation Inc. 8910 Purdue Rd. Suite 555 Indianapolis, IN 46268; Start Date 01/2014; Role/Title: DONOR; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2010; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [MARINE MINUTE; "MARINE MINUTE" VIDEO AND PODCASTS THAT ARE FOR THE MARITIME/ BOATING COMMUNITY TO INCLUDE: INTERVIEW OF OTHER MARINE & MARITIME PROFESSIONALS, DIY PROJECTS, SAFETY, INSTRUCTION,; 8706 COMMERCE DR #1 EASTON MD 21601; Start Date 07/2019; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Molly Kayte Charters , LLC; boat sight seeing charters; 13474 rustling oaks dr wye mills md 21679; Start Date 05/2019; Role/Title: Owner; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [TAX FREE DAYS OF THE WEEK DOMAIN NAMES - Dormant; Holding these domain names. Not currently using.; 8706 COMMERCE DR #1 EASTON MD 21601; Start Date 10/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ATLANTIC FINANCIAL GROUP, LLC D/B/A AFG WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (EASTON, MD); START DATE: 03/2024][121 Davis St LLC - Dormant; Dormant Entity; 8706 Commerce Drive, Suite 1, Easton MD 216-1; Start Date 07/2026; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-05 |
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