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15 W 38Th St. #704, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-10-11 |
Branch Locations
15 W 38Th St. #704, New York, NY 10018 • United States
Buford, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Duluth | GA | 04/2013 | Present |
| Stirlingshire Investments | New York | NY | 10/2023 | Present |
Greene Financial Services LLC, Simplicity Group INVESTMENT RELATED Y, Buford, GA, NATURE: Insurance Sales, Position: Owner, 2hrs/month DESCRIPTION: Sales of life insurance and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-14 |
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