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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-02 |
| SC | RA | APPROVED | 2019-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Greenville | SC | 04/2008 | Present |
| Nylife Securities Llc | Greenville | SC | 01/2009 | Present |
| Wyatt Brothers Financial Llc | Greenville | SC | 09/2013 | Present |
| Eagle Strategies Llc | Greenville | SC | 06/2019 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Start Date: 08/2013; Role/Title: Insurance Broker; Investment related] [OPERATING UNDER THE DBA NAME OF WYATT BROTHERS FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; GREENVILLE, SC; START DATE: 09/2013] [NYLARC Holding Company, Inc.; NYLARC Holding Company, Inc.; 51 Madison Avenue, New York, NY 10010; Start Date 08/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Eastside Track and Cross Country Booster Club; Provide support to the teams ; 1300 Brushy Creek Rd. Taylors, SC 29687; Start Date 12/2022; Role/Title: Officer; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [KPT Ventures, LLC; The above LLC is to hold the purchased property; 337 Prado Way, Greenville, SC 29607; Start Date 06/2024; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-19 |
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