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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-02 |
Branch Locations
9724 Kingston Pike Suite 1011, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan | Rochester | NY | 06/2015 | 10/2018 |
| J.P. Morgan Chase Bank, Na | Rochester | NY | 01/2017 | 10/2018 |
| Edward Jones | Oak Ridge | TN | 10/2018 | 01/2022 |
| The Trust Company | Knoxville | TN | 02/2022 | 07/2022 |
| Unemployment | Clinton | TN | 07/2022 | 09/2022 |
| Turning Point Financial | Frederick | MD | 10/2022 | 05/2023 |
| Unemployment | Clinton | TN | 06/2023 | 08/2023 |
| New York Life Insurance Company | Knoxville | TN | 09/2023 | Present |
| Nylife Securities Llc | Knoxville | TN | 11/2023 | Present |
| Eagle Strategies Llc | Knoxville | TN | 12/2023 | Present |
[Insurance brokering; appointed with outside carriers for the purpose of brokering non-registered products; 265 Brookview Centre Way, Suite 102, Knoxville, TN 37919; start 09/2023; commissions; 5 hours per month, 0 hours during securities trading hours; insurance related] [Child Advocacy Center of Anderson County, Inc; Not Investment related; 752 Main St Clinton TN 37716 Anderson; Provide forensic interviews, counseling and therapy to children and their families when a child has been severely abused. in order to break the cycle of abuse.; Vice-Chair; Support the Board Chair, serve on various committees (publicity, fundraising, finance). No check-signing capacity or direct financial responsibilities are included in my role.; Start date: 2020-08-01; 8 hours per month, 4 hours during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-20 |
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