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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-06 |
Branch Locations
265 Brookview Centre Way Suite 102, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Knoxville | TN | 10/2020 | Present |
| Tru Home | White Pine | TN | 04/2020 | 12/2020 |
| World Finance Corp | Jefferson City | TN | 08/2007 | 03/2020 |
| Nylife Securities Llc. | Knoxville | TN | 08/2021 | Present |
| Cocke County Schools And Rec Department | Newport | TN | 08/2023 | Present |
| Eagle Strategies Llc | Knoxville | TN | 03/2025 | Present |
[Cocke County Schools and Rec Department; I coach youth basketball for the a local Elementary School; 466 Learning Way Newport, TN 37821; Start Date 10/2023; Role/Title: Volunteer; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours][Rental Property ; Renting out a second property owned by my wife and I ; 2330 Early Road Newport, TN 37821; Start Date 11/2024; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-27 |
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