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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-25 |
Branch Locations
495 North Keller Road Suite 150, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Maitland | FL | 06/2021 | Present |
| Aspired Consulting | Orlando | FL | 08/2020 | 01/2021 |
| Waystone Parnters | Apopka | FL | 02/2017 | 01/2021 |
| Altus Jobs | Maitland | FL | 07/2013 | 02/2017 |
| New York Life Insurance Company | Maitland | FL | 04/2021 | Present |
| Eagle Strategies Llc | Maitland | FL | 09/2025 | Present |
[Heroes Strong; This is an organization the supports the local policeman, firefighters, teachers, hospital workers, and overseas military.; 233 N. Hunt Club Blvd., Ste. 2021 Longwood FL 32779; Start Date 05/2021; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; treasurer. I had a board meeting this week and they gave me the full functions of what they want me to do. I will create a budget and they also want to give me check writing privileges, along with having my name on the bank account.] [BNI Networking; BNI is the leading networking group in the US. I actually was told today they want me to be the President of my specific group in Maitland. We meet on Zoom; 11525 N Community House Road Charlotte, NC 28277; Start Date 10/2022; Role/Title: President; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours; managing the meeting each week ] [Piedmont Lakes HOA; The board for my HOA wants me to change my role to Treasurer. All checks written require 2 signatures.; 882 Jackson Avenue, Winter Park FL 32789; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; I will help balance the HOA budget and potentially write checks but all checks require 2 signatures.] [Trinity Baptist Church; Deacon at Church. The deacons meet once a month to talk about how things are going with the Church.; 1022 S Orange Blossom Trail, Apopka FL 32703; Start Date 12/2023; Role/Title: Deacon; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Trinity Baptist Church Trustee; Church; 1022 S Orange Blossom Trail, Apopka FL 32703; Start Date 11/2025; Role/Title: Trustee; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours[Seminole County Chamber; Networking; 1055 AAA Dr., Heathrow FL 32746; Start Date 05/2026; Role/Title: Committee Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; membership committee]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-24 |
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