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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-10 |
| NC | RA | APPROVED | 2018-07-31 |
Branch Locations
14819 Ballantyne Village Way 11Th Fl Suite 1100, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Charlotte | NC | 08/2015 | Present |
| Nylife Securities Llc | Charlotte | NC | 08/2015 | Present |
| Eagle Strategies Llc | Charlotte | NC | 07/2018 | Present |
[A Little Southern Stay, LLC; Purchased a rental property for passive rental income; 1517 Allen St Charlotte, NC; Start Date 03/2020; Role/Title: Partner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; passive owner] [A Little Southern Stay Creekside Cabins, LLC; Real Estate property held in a business name that will eventually hold rental properties; 132 Jim Patterson Rd Kings Mountain, NC 28086; Start Date 05/2023; Role/Title: Partner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-31 |
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