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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-02 |
Branch Locations
4140 Parklake Avenue Suite 450, Raleigh, NC 27612 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Raleigh | NC | 06/2010 | Present |
| Nylife Securities Llc | Raleigh | NC | 03/2012 | Present |
| Eagle Strategies Llc | Raleigh | NC | 12/2024 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; START DATE 05/2010]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-27 |
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