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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-20 |
| SC | RA | APPROVED | 2025-08-20 |
Branch Locations
14819 Ballantyne Village Way Suite 1100, Panorama Tower, 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 | 08/2021 | Present |
| Brio Energy | Orem | UT | 11/2020 | 10/2021 |
| Onno's Zona Colonial | Santo Domingo | 10/2010 | 11/2020 | |
| Nylife Securities Llc | Charlotte | NC | 06/2022 | Present |
| Main View Wealth, Llc | Charlotte | NC | 07/2025 | Present |
| Eagle Strategies Llc | Charlotte | NC | 08/2025 | Present |
[Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 14819 Ballantyne Village Way, Suite 1100, Charlotte, NC 28277; Start Date 12/2023; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Main View Wealth, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CHARLOTTE NC; START DATE: 07/2025] [Rental Property; Airbnb. Renting our home when we are traveling; 3323 Xandra Court, Indian Land, SC 29707; Start Date 10/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-15 |
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