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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2007-12-12 |
Branch Locations
10590 Independence Pointe Pkwy Suite 100, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | San Diego | CA | 08/2002 | Present |
| Eagle Strategies Llc | San Diego | CA | 12/2007 | 12/2017 |
| Parker Financial Group Llc | Charlotte | NC | 02/2008 | Present |
| Parker Financial And Insurance Solutions | Matthews | NC | 04/2015 | Present |
| Eagle Strategies, Llc | Charlotte | NC | 12/2017 | Present |
| Nylife Securities Llc | Matthews | NC | 08/2002 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1-15 HOURS PER WEEK; DBA PARKER FINANCIAL GROUP LLC; NOT INVESTMENT RELATED; 6100 FAIRVIEW ROAD, SUITE 400, CHARLOTTE, NC 28210; INSURANCE BROKE; START DATE: 12/01/2005] [PARKER REAL ESTATE GROUP, LLC; COMMERCIAL AND RESIDENTIAL REAL ESTATE OWNERSHIP.; 5712 BARDSEY CT., MATTHEWS, NC 28104; START DATE 12/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [PORTER RIDGE ATHLETIC ASSOCIATION (PRAA); COACHING SPORTS. BASKETBALL, BASEBALL, SOCCER, FOOTBALL...; P.O. BOX 707 , INDIAN TRAIL, NC 28079; START DATE 12/2014; ROLE/TITLE: VOLUNTEER; NOT INVESTMENT RELATED; 8 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF PARKER FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: MATTHEWS, NC; START DATE: 04/2015][VATC Investments, LLC; passive real estate investment development project; Building luxury condos on the lake.; 8 acres of raw land purchased adjacent to Lake Norman, NC; Start Date 08/2024; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Rental Property; purchase rental properties to rent out for rental income; 5712 Bardsey Ct., Matthews, NC, 28104; Start Date 10/2024; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-24 |
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