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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-07 |
Branch Locations
482 Jacsonville Drive, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibesc | Miami | FL | 02/2008 | Present |
| New York Life Insurance Co | Jacksonville | FL | 01/2016 | Present |
| Nylife Securities Llc | Jacksonville | FL | 02/2016 | Present |
| Wahby Financial Group, Llc | Jacksonville Beach | FL | 03/2016 | Present |
| Eagle Strategies Llc | Jacksonville Beach | FL | 03/2017 | Present |
[International Bonded Export Service Corporation; Wine importer; 2200 NW 102 Place, Miami, FL 33172; Start Date: 01/1996; Role/Title: Consultant; Not investment related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WAHBY FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; JACKSONVILLE BEACH, FL; START DATE: 03/2016] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;482 jacksonville drive, jacksonville beach, fl 32250; Start Date 04/2019; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][The Discovery School; It is a non-profit Montessori school. My daughter went her 18 years ago. I was asked to join the Finance Committee. I understand I cannot make any money from the school while I'm on the committee; 102 S 15th St, Jacksonville Beach, FL 32250; Start Date 10/2024; Role/Title: Volunteer; Investment Related; 0.5 hours per month; 0.25 hours per month during securities trading hours; recommendations to board][Beaches Town Center Agency; Non-Profit established to beautify and improve the Beaches Town Center area. meetings are held at one of the board member's office; 1071 Atlantic Blvd, Atlantic Beach, FL 32233; Start Date 02/2025; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; fundraise]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2015-12-29 |
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