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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| FL | RA | APPROVED | 2025-01-02 |
| AL | RA | APPROVED | 2022-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Pensacola | FL | 05/2021 | Present |
| Nylife Securities Llc | Pensacola | FL | 10/2021 | Present |
| Cojack Investments | Fairhope | AL | 01/2019 | 06/2021 |
| Master Joes | Fairhope | AL | 02/2017 | 12/2019 |
| Homemaker | Flagstaff | AZ | 07/2013 | 01/2017 |
| Dowell Financial Group, Inc. | Daphne | AL | 01/2022 | 08/2023 |
| Eagle Strategies Llc | Daphne | AL | 10/2022 | Present |
| Athena Wealth Strategies Llc | Fairhope | AL | 06/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 314 South Greeno Rd. Fairhope AL 36532; Start Date 06/2024; Role/Title: Owner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Athena Wealth Strategies LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Fairhope AL; START DATE: 06/2024][Enlightened Entrepreneurs LLC DBA Biz Kidz: From Bored to Business; The business will publish a children's book that I have authored and illustrated.; 14506 Dogwood Ln, Bay Minette AL 36507; Start Date 02/2025; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; author and illustrate the book.][Office Rental Property; Rental/ lease of office spaces to tenants; 27154A Pollard Rd. Daphne, AL 36532; Start Date 06/2026; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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