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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-06 |
Branch Locations
320 E Broad Street Suite 1A, Cookeville, TN 38501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Knoxville | TN | 06/2007 | Present |
| Nylife Securities Llc | New York | NY | 06/2007 | Present |
| Burckhard Financial Group, Llc | Cookeville | TN | 02/2024 | Present |
| Eagle Strategies Llc | Cookeville | TN | 11/2024 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 320 E. BROAD STREET, SUITE 1A, COOKEVILLE, TN 38501; START DATE: 12/2010; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [OPERATING UNDER THE DBA NAME BURCKHARD FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; COOKEVILLE, TN; START DATE: 02/2024] [Friends of Library (TTU); TTU Friends of the Library raises awareness to the community on what the TTU Library improvements are. Friends of the Library board has an Annual Gala to raise funds for improvements and enhancements at the TTU library.; 1 William Jones Dr. Cookeville TN 38501; Start Date 09/2018; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Hold monthly board meetings and delegate to committees and sub-committees for Gala and membership] [Cookeville I.M.P.A.C.T. Inc.; IMPACT is a non-profit organization for African American males to build leadership positions. IMPACT stands for Innovative Men Progressing the African-American Community.; 245 4th Ave., Cookeville, TN 38501; Start Date 03/2016; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Plenty Advisory Board; Non-Profit Plenty Downtown Bookshop, 48 West Broad Street, Cookeville, TN 38501; Start Date 12/2023; Role/Title: Committee member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Committee member. My role is to help plan, organize and fundraise for the Literary Book Gala, and also bring awareness to other financial professionals, advisors on ways in which their clients can be philanthropic.] [Upper Cumberland Women's Club of TN; Professional women who meet 5-6 times a year to network, share ideas and guest speakers; 320 E. Broad St., Cookeville, TN 38501; Start Date 01/2024; Role/Title: Chairman; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Chairman that organizes the women's lunches with the committees, social media posts with the committee, etc.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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