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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2015-01-27 |
Branch Locations
1228 S Pleasantburg Dr Suite A, Greenville, SC 29605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Greenville | SC | 10/2002 | Present |
| Financial Resources, Llc | Greenville | SC | 09/2013 | Present |
| Nylife Securities Llc | Greeville | SC | 10/2002 | Present |
| Eagles Strategies Llc | Greenville | SC | 01/2015 | Present |
| Generational Financial Partners Llc | Greenville | SC | 02/2023 | Present |
[INSURANCE BROKERING; 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; OWNER; 1228 S. Pleasantburg Dr. Suite A Greenville, SC 29601; start date 9/2013] [St. Paul's Church-Mites Basketball Coach; Church League. Basketball coach; 201 E Broad St., Greenville, SC 29601; Start Date 11/2018; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [310R, LLC; This LLC was created in November of 2018 for purposes of owning rental property that is already submitted as an OBA. The only property held in this LLC is 310 Rutherford St, which is already submitted as an OBA.; 201 E Broad St, Greenville, SC 29601; Start Date 11/2018; Role/Title: Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [YMCA Board of Advisors; I was elected to serve on the 2019-2021 (2 year term) local YMCA Board of Advisors. The election occurred on 11/26/2018.; 721 Cleveland St, Greenville, SC 29601; Start Date 01/2019; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Greenville Little League; Volunteer coach of my sons tee-ball team; PO Box 9395. Greenville, South Carolina 29604; Start Date 09/2019; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [St Francis Advisory Board; This is an advisory board for one of our local hospital systems; 10 S Academy St, Greenville, SC 29601; Start Date 02/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours;help the hospital system further understand planned giving ideas] [Poinsett Club House Committee; The House committee is charged with overseeing all activities, and food and dining within the Poinsett Club, which is a members only private club in Greenville. There is no business involvement; 807 East Washington St., Greenville, SC 29601; Start Date 03/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours;overseeing all member engagements and dining and events within the club] [1228SP LLC; Rental real estate; 1228 S Pleasantburg Dr, Greenville, SC 29605; Start Date 02/2020; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ADDRESS); START DATE: 02/2023] [Carrot Dog, LLC; created by my mother, Mary McGee. LLC holds title to 2 different real estate properties, that we are passive investors in.; 447 Henderson Rd, Greenville, SC 29607; Start Date 02/2024; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][FinRes Capital, LLC - Dormant; I have established this LLC for any possible future investment ownership. There is no investment or assets involved today, but simply the establishment of the LLC and will have only personal involvement, nothing business related.; 1228 S Pleasantburg Dr, Greenville, SC 29605; Start Date 07/2026; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-20 |
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