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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 | 2023-06-21 |
| OH | RA | APPROVED | 2015-08-31 |
Branch Locations
30650 Pinetree Rd Suite 20 , Pepper Pike, OH 44124 • 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Seven Hills | OH | 04/2015 | Present |
| Nylife Securities Llc | Seven Hills | OH | 04/2015 | Present |
| Eagle Strategies Llc | Seven Hills | OH | 08/2015 | Present |
| Vines Financial Group Llc D/B/A V Financial Partners | Independence | OH | 05/2021 | 06/2026 |
| Capital Edge Insurance & Financial Services, Inc. | Independence | OH | 05/2023 | 07/2026 |
| Jam Wealth Partners Llc | Lakewood | OH | 05/2025 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6100 Oak Tree Blvd., Suite 300, Independence, OH 44131; Start Date 08/2018; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [Sisters of the Humility of Mary; I volunteer on the Investment Committee.; 225 Villa Marie Road, Pulaski, PA 16143; Start Date 08/2015; Role/Title: Volunteer; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JAM WEALTH PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LAKEWOOD, OH); START DATE: 05/2025]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-30 |
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