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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-05-20 |
Branch Locations
104 Candlewood Ct Suite C, Lynchburg, VA 24502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Roanoke | VA | 12/2011 | Present |
| Nylife Securities Llc | Roanoke | VA | 03/2013 | Present |
| Eagle Strategies Llc | Lynchburg | VA | 05/2021 | Present |
| Mccown Financial Group | Lynchburg | VA | 09/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products ; 888 S Harrison St #900, Fort Wayne, IN 46802; Start Date 04/2023; Role/Title: Independent Contractor; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [PL Strategies; commissioned agent offering life insurance and fixed annuities; PO Box 8506 Roanoke, VA 24014; Start Date 04/2023; Role/Title: Independent Contractor; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF McCown Financial Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LYNCHBURG VA; START DATE: 09/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-02 |
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