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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-02-01 |
Branch Locations
4121 Cox Road Suite 200 , Glen Allen , VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Roanoke | VA | 10/2020 | Present |
| Fat Boys Wrecker Service | Roanoke | VA | 12/2017 | 11/2020 |
| Mitchells Service Center | Roanoke | VA | 04/2010 | 02/2018 |
| Radford University Advancement | Radford | VA | 08/2015 | 12/2016 |
| Radford University | Radford | VA | 08/2012 | 12/2016 |
| Nylife Securities Llc | Roanoke | VA | 03/2021 | Present |
| Eagle Strategies Llc | Moneta | VA | 02/2023 | Present |
| Country & Lake Life Financial Strategies, Llc | Hardy | VA | 01/2024 | Present |
[BNI Smith Mountain Lake Membership Committee; Local BNI group for networking and referrals with local business people.; 13840 Booker T Washington Hwy Suite A Moneta VA; Start Date 10/2022; Role/Title: Board Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Country & Lake Life Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Hardy, VA; START DATE: 01/2024] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 40 Village Springs Dr. Suite 21, Hardy, VA, 24101; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [Property and Casualty Sales; Selling personal and commercial lines of property and casualty insurance; 40 Village Springs Dr. Suite 21 Hardy, VA 24101; Start Date 07/2024; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours][SML Rotary Club; President 2025-2026 The SML Rotary club helps serve the local non-profits in the Bedford and Franklin County VA areas. We also volunteer within the community.; 16 Bridgewater Point Pl, Moneta, VA 24121; Start Date 07/2024; Role/Title: Board Member; Not Investment Related; 20 hours per month; 4 hours per month during securities trading hours; working with the board members to decide on activities we should participate in, fundraisers we should hold, grants we can vote on. I will also be leading the monthly meetings.]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-07 |
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