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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 | 2024-11-06 |
| FL | RA | APPROVED | 2022-04-12 |
Branch Locations
Maitland Promenade Ii Building 495 North Keller Road Suite 150, Maitland, FL 32751 • United States
Winter Park, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Maitland | FL | 10/2015 | Present |
| Nylife Securities Llc | Maitland | FL | 01/2016 | Present |
| Leason Financial | Maitland | FL | 06/2020 | Present |
| Eagle Strategies Llc | Maitland | FL | 03/2022 | Present |
Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;7700 North Kendall Drive Suite 411 Miami, FL 33156; Start Date 02/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LEASON FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MAITLAND, FL; START DATE: 6/2020]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-24 |
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