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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED_RES | 2024-07-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Franklin | TN | 12/2007 | Present |
| New York Life Insurance Company | Franklin | TN | 11/2007 | Present |
| Curtis Financial Group | Franklin | TN | 01/2011 | Present |
| Eagle Strategies Llc | Franklin | TN | 08/2012 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 01/2011; THROUGH dba CURTIS FINANCIAL GROUP] [RENTAL PROPERTY; CABIN THAT WILL BE RENTED OUT THROUGH A MANAGEMENT COMPANY.; 510 GREENSTONE LANE MOUNT JULIET TN 37122; START DATE 05/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NYLARC Holding Company Inc; Reinsures life insurance I sell with New York Life; 51 Madison Avenue New York NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Black bear ridge HOA; Serve on the board of the homeowners association; Po box 1244 pigeon forge tn 37868; Start Date 06/2019; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Justin Curtis; This OBA is for public speaking. I have been asked to potentially speak at some other New York Life offices, and was advised to have an OBA to be compensated and for covered expenses when I speak.; 7005 beverly court Christiana TN 37037; Start Date 08/2020; Role/Title: Speaker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Rental Property - 2380 Fairfield Pike; Renting space to another agent; 2380 Fairfield Pike Shelbyville TN 37160; Start Date 11/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-06 |
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