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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 | 2021-02-05 |
| NC | RA | APPROVED | 2017-10-26 |
Branch Locations
10590 Independence Pointe Pkwy Suite 100, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Charlotte | NC | 07/2012 | Present |
| Nylife Securities Llc | Charlotte | NC | 12/2012 | Present |
| Parker Financial Group, Llc | Matthews | NC | 04/2016 | Present |
| Eagle Strategies Llc | Matthews | NC | 10/2017 | Present |
| Parker Financial And Insurance Solutions | Matthews | NC | 12/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 10590 Independence Pointe Parkway, Suite 100, Matthews, NC 28105; Start Date 12/2015; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PARKER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MATTHEWS, NC; START DATE: 04/2016] [OPERATING UNDER THE DBA NAME OF PARKER FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (MATTHEWS, NC); START DATE: 12/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-05 |
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