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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-02 |
| OH | RA | APPROVED | 2008-02-12 |
Branch Locations
5905 E. Galbraith Road Suite 4000, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Cincinnati | OH | 01/2003 | Present |
| Jackson Wealth Strategies, Ltd | Cincinnati | OH | 10/2007 | Present |
| Eagle Strategies Llc | Cincinnati | OH | 02/2008 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 5905 E Galbraith Road, Suite 4000, Cincinnati, OH 45236; Start Date: 10/2007; Role/Title: Insurance Broker; Investment related] [White Oak Christian Church; 3675 Blue Rock Road Cincinnati OH 45247; Start Date 01/2016; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JACKSON WEALTH STRATEGIES, Ltd FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CINCINNATI, OH][US Energy; Investment in a Drilling Fund; 601 E. Exchange Ave, Suite 100 Forth Worth TX 76164; Start Date 11/2025; Role/Title: Passive Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-21 |
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