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3365 Piedmont Road Ne Suite 1400, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
3365 Piedmont Road Ne Suite 1400, Atlanta, GA 30305 • United States
Lavergne, TN • United States
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-12 |
| TN | RA | APPROVED | 2019-12-23 |
Branch Locations
840 Crescent Centre Dr Ste 500, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Franklin | TN | 06/2018 | 08/2026 |
| Nylife Securities Llc | Franklin | TN | 09/2018 | 08/2026 |
| B.B. Kings Blues Club | Nashville | TN | 08/2017 | 06/2018 |
| Fluid Spirit Holdins | Boca Raton | FL | 02/2017 | 09/2017 |
| Tomkats | Nashville | TN | 04/2014 | 02/2017 |
| Eagle Strategies Llc | Franklin | TN | 12/2019 | 08/2026 |
| Generational Financial Partners | Atlanta | GA | 08/2026 | Present |
[Cryptocurrency Investment; Trading and holding of crypto currencies (ethereum and the like) through Coinbase; 1107 Granada Ave. Nashville, Tn 37206; Start Date 04/2021; Role/Title: User; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; PASSIVE INVESTOR]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-19 |
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