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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-04-18 |
Branch Locations
1228 S Pleasantburg Drive Suite A, Greenville, SC 29605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Strategies Llc | Greenville | SC | 04/2017 | Present |
| New York Life Insurance Company | Greenville | SC | 02/2002 | Present |
| Financial Resources, Llc | Greenville | SC | 09/2025 | Present |
| Nylife Securities Llc | Greenville | SC | 02/2002 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; 40 HOURS PER MONTH; INSURANCE BROKER; START DATE 10/2005; 14 AIRPORT RD GREENVILLE SC 29607] [OPERATING UNDER THE DBA NAME OF Financial Resources, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; GREENVILLE SC; START DATE: 09/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-08 |
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