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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-03 |
| TX | RA | APPROVED_RES | 2019-07-16 |
| VA | RA | APPROVED | 2006-01-03 |
Branch Locations
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
6903 Rockledge Dr Ste 620, Bethesda, MD 20817 • 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 Insurance Co | Vienna | VA | 05/2002 | Present |
| Avenue Wealth | Vienna | VA | 02/2011 | Present |
| Eagle Strategies Llc | Vienna | VA | 12/2005 | Present |
| Nylife Securities Llc | Vienna | VA | 06/2002 | Present |
[OPERATING UNDER THE DBA NAME OF 'AVENUE WEALTH' FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED: OWNER; START DATE 02/2011; 8075 LEESBURG PIKE STE 400 VIENNA VA 22182] [RENTAL PROPERTY; OWNER-SOLE PROPRIETORSHIP-DBA BURTON PROPERTIES; INVESTMENT RELATED; 2 HOURS PER MONTH NONE DURING SECURITIES HOURS; MULTIPLE RENTAL PROPERTIES HELD IN MA, VA, AND NC-SEE OBA SUBMISSION FORM; PROPERTIES PURCHASED BETWEEN 2005-2013] [307 WLC-BB LLC; Rental Properties; 8075 Leesburg Pike Suite 400 Vienna VA 22182; Start Date 02/2018; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Passive Investor] [Avenue Wealth Partners LLC; Entity formed to purchase other NYL book of business - Strategic Financial Associates & Strategic Group Benefits. ; 9125 Kittery Lane Bethesda MD 20817; Start Date 01/2022; Role/Title: Owner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours; pay employee salaries and expenses of the company] [Strategic Financial Associates LLC; DBA for James Adkins, Agent/RR in GW General Office. Jason Apolenis and Bradley Burton purchased LLC as part of formal succession agreement. ; 6701 Rockledge Drive # 700, Bethesda MD 20814; Start Date 01/2022; Role/Title: Partner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours; commission receipt management] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-16 |
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