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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-10-16 |
Branch Locations
10375 Centurion Parkway North Suite 300, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Jacksonville | FL | 11/2018 | Present |
| Nylife Securities Llc | Jacksonville | FL | 02/2019 | Present |
| Allstate Benefits | Jacksonville | FL | 10/2014 | 01/2019 |
| Eagle Strategies Llc | Jacksonville | FL | 09/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;4135 Dover rd Jacksonville Florida 32207;09/2018;5 hrs per month; 0 hrs during trading hrs]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-30 |
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