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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-29 |
Branch Locations
9300 Shelbyville Road Suite 1250, Louisville, KY 40222 • United States
1 disclosure category 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 | Waltham | MA | 03/2004 | Present |
| Nylife Securities Inc. | Waltham | MA | 05/2004 | Present |
| Eagle Strategies Llc | Lubbock | TX | 04/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-17 |
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