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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Charleston | SC | 06/2004 | Present |
| Nylife Securities | Charleston | SC | 08/2004 | Present |
| Williamson Mccarty And Associates, Llc | Walterboro | SC | 03/2014 | 08/2026 |
| Eagle Strategies Llc | Walterboro | SC | 06/2022 | Present |
| Waterline Wealth, Llc | Walterboro | SC | 08/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Start Date: 02/2011; Role/Title: Insurance Broker; Investment related] [OPERATING UNDER THE DBA NAME OF Waterline Wealth, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALTERBORO, SC; START DATE: 08/2026] [NYLARC Holding Company, Inc. ; Re-insuring the life insurance that INYLARC Holding Company write with New York Life; 51 Madison Ave, New York, NY 10010; Start Date 05/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Charleston Athletic Fund; Scholarship fund that supports the scholarship needs for College of Charleston's 350+ student-athletes across 19 varsity sports. This allows student-athletes to play a sport they love, gain a first-class education at CofC and become future leaders; 307 Meeting Street Charleston, SC 29424; Start Date 07/2022; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;Collaborate with other Members as well as Directors on ways to improve the Student Athlete experience at the College of Charleston]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-02 |
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