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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-21 |
Branch Locations
600 W Loveland Avenue Suite 7, Loveland,, OH 45140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centre College | Danville | KY | 08/2014 | 03/2018 |
| Centre College Football | Danville | KY | 09/2016 | 03/2018 |
| Life Time Fitness | Mason | OH | 05/2017 | 08/2017 |
| New York Life Insurance Co | Cincinnati | OH | 07/2018 | Present |
| Nylife Securities Llc | Cincinnati | OH | 08/2018 | Present |
| Unemployed | Loveland | OH | 03/2018 | 07/2018 |
| Eagle Strategies Llc | Loveland | OH | 08/2023 | Present |
[Loveland High School Football; Football Coach Volunteer. I volunteer my time with Loveland High School to help out with their football program.; 1 Tiger Trail Loveland, OH 45140; Start Date 08/2019; Role/Title: Volunteer; Not Investment Related; 15 hours per month; 5 hours per month during securities trading hours; I help out with the kids, freshman through seniors, and volunteer my time with the school to help out the football program.] [BNI Group (Business Networking International); A structured, official referral group that meets weekly.; 6192 Mulhauser Rd, West Chester, OH 45069; Start Date 05/2021; Role/Title: Member; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours;leadership team for our BNI group. I handle scheduling presenters and keep track of membership and attendance] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 600 W Loveland Ave, Suite 7, Loveland, OH 45140; Start Date 09/2022; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-20 |
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