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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| LA | RA | APPROVED | 2024-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New Orleans | LA | 08/2020 | Present |
| Audubon Nature Institute | New Orleans | LA | 11/2019 | 05/2020 |
| Taste Buds Management | Slidell | LA | 02/2017 | 11/2019 |
| Taste Buds Management | New Orleans | LA | 08/2014 | 12/2016 |
| Nylife Securities Llc. | New Orleans | LA | 09/2021 | Present |
| Eagle Strategies Llc | New Orleans | LA | 03/2024 | Present |
| Thomas Financial Group, Llc | Metairie | LA | 10/2025 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 639 Loyola Ave Suite 1900, New Orleans LA, 70113; Start Date 01/2024; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Thomas Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; METAIRIE LA; START DATE: 10/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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