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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-22 |
Branch Locations
14819 Ballantyne Village Way Suite 1100, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Charlotte | NC | 10/2020 | Present |
| Unemployed | Waxhaw | NC | 09/2020 | 09/2020 |
| T-Mobile | Charlotte | NC | 06/2001 | 08/2020 |
| Nylife Securities Llc | Charlotte | NC | 12/2020 | Present |
| Dragonfly Visual Productions L | Mount Washington | KY | 09/2013 | 04/2018 |
| Eagle Strategies Llc | Charlotte | NC | 02/2024 | Present |
[Cuthbertson High School PTSO; High school parent teacher student organization.; 1400 Cuthbertson Rd, Waxhaw, NC 28173; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; coordinate activities and volunteer at school events.] [NTES WatchDOGS; WatchDOGS is a volunteer organization that aims to provide positive male role models on elementary school campuses. We volunteer for school activities, car rider lines, in-class reading, etc.; 1100 Waxhaw-Indian Trail Rd, Waxhaw, NC 28173; Start Date 09/2021; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours;help to coordinate volunteer efforts for WatchDOGS at Newtown Elementary School]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-26 |
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