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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-23 |
| TN | RA | APPROVED | 2013-10-09 |
Branch Locations
9724 Kingston Pike Franklin Square - Suite 1011, Knoxville, TN 37922-6901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Knoxville | TN | 06/2002 | Present |
| Eagle Strategies Llc | Knoxville | TN | 10/2013 | Present |
| Nylife Securities Llc | Knoxville | TN | 06/2002 | Present |
| Burckhard Financial Group, Llc | Knoxville | TN | 07/2024 | Present |
| Harper Financial Group | Knoxville | TN | 02/2026 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 3/2007; 5 hours per month and during securities hours [DW Holdings; Purchase and holding of real estate for rental income.; 758 Fox Landing Ln, Knoxville, TN 37922; Start Date 01/2022; Role/Title: Owner; Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BURCKHARD FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (KNOXVILLE, TN); START DATE: 07/2024] [OPERATING UNDER THE DBA NAME OF HARPER FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (KNOXVILLE, TN); START DATE: 02/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-03 |
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