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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-07 |
Branch Locations
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 05/2016 | Present |
| New York Life Insurance Co | Vienna | VA | 03/2016 | Present |
| Jenkins Wealth Strategies Group, Llc | Vienna | VA | 03/2023 | Present |
| Eagle Strategies Llc | Vienna | VA | 06/2024 | Present |
| Blueprint For Financial Success | Vienna | VA | 12/2025 | Present |
[Norwegian Society of Washington DC; To create a meeting place for people interested in Norway and to promote strong cultural and educational ties across the Atlantic Ocean.; 7730 Bradley Blvd, Bethesda, MD; Start Date 01/2019; Role/Title: Director; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 8075 Leesburg Pike, Suite 400, Vienna, VA 22182; Start Date 08/2021; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Jenkins Wealth Strategies Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; VIENNA VA ; START DATE: 03/2023] [OPERATING UNDER THE DBA NAME OF B&H FINANCIAL SERVICES, INC. D/B/A Blueprint for Financial Success FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Associate; VIENNA VA ; START DATE: 12/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-25 |
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