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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-06-20 |
Branch Locations
3401 Mallory Lane Suite 400, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Francisco | CA | 09/2016 | 10/2018 |
| First Republic Investment Management, Inc | San Francisco | CA | 09/2016 | 10/2018 |
| Bank Of The West Via Bayside Solutions | San Ramon | CA | 05/2016 | 09/2016 |
| U.S. Bancorp Investments, Inc. | Gallatin | TN | 07/2019 | 10/2023 |
| Unemployed | Fredericksburg | VA | 10/2018 | 07/2019 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 11/2023 | 04/2024 |
| New York Life Company | Franklin | TN | 04/2024 | Present |
| Nylife Securities Llc | Franklin | TN | 06/2024 | Present |
| Eagle Strategies Llc | Franklin | TN | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-22 |
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