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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 | 2019-12-22 |
| VA | RA | APPROVED | 2013-07-12 |
Branch Locations
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
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 | Vienna | VA | 10/2012 | Present |
| New York Life Insurance Company | Vienna | VA | 09/2012 | Present |
| Eagle Strategies Llc | Vienna | VA | 07/2013 | Present |
| Avenue Wealth Management, Llc D/B/A Avenue Wealth | Vienna | VA | 07/2014 | Present |
| Franklin Capital Strategies, Llc D.B.A Franklin Capital Strategi | Vienna | VA | 03/2019 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 8075 Leesburg Pike, Suite 400, Vienna, VA 22182; Start Date 03/2019; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF AVENUE WEALTH MANAGEMENT, LLC D/B/A AVENUE WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ROLE/TITLE: ASSOCIATE; ADDRESS: VIENNA, VA; START DATE: 07/2014] [OPERATING UNDER THE DBA NAME OF FRANKLIN CAPITAL STRATEGIES, LLC D.B.A FRANKLIN CAPITAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; VIENNA, VA; START DATE: 03/2019]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-18 |
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