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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-08 |
Branch Locations
4210 Columbia Road Ste 4B, Martinez, GA 30907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Macon | GA | 12/2020 | Present |
| New York Life Insurance Co. | Macon | GA | 10/2018 | Present |
| Csra Camperland | Martinez | GA | 06/2010 | 12/2018 |
| Kendra Financial Group, Llc | Martinez | GA | 02/2025 | Present |
| Eagle Strategies Llc | Martinez | GA | 08/2025 | Present |
[Augusta Metro Chamber of Commerce; The Augusta Metro Chamber of Commerce is the largest business membership organization in the CSRA. Membership is open to all businesses and organizations interested in enhancing the overall growth of the Augusta Region.; Augusta Metro Chamber of Commerce 1 10th Street Suite 120 Augusta, GA 30901; Start Date 08/2022; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 4 hours per month during securities trading hours; volunteer Ambassador, I will help promote local activities such as Ribbon Cuts, Networking, and any fund raisers associated with the Chamber.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 868 Deerwod Cir Evans, GA 30809; Start Date 09/2023; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Easterseals East Georgia; Easterseals provides exceptional services, education, outreach, and advocacy so that people living with disabilities can live, learn, work and play in our communities.; 1930 Highland Avenue STE B Augusta, GA 30904; Start Date 09/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Board member to help new CEO make the best decisions to enhance their productivity and impact in the local community.][Business Networking International; networking group-provide professional referrals to each other; 3550 Walton Way Ext Augusta, GA 30909; Start Date 09/2024; Role/Title: Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Business Networking International; This is a networking group that meets once a week. The purpose of the group is to provide professional referrals to each other. I do understand that client confidentiality rules must be followed.; 3550 Walton Way Ext Augusta, GA 30909; Start Date: 09/2024; Role/Title: Member; Not investment related; 4 hours per month; 0 hours per month during securities trading hours; Vice President of Group - Expected start date 10/01/2024 Duties include weekly reports, membership committee, attendance records, leadership team meetings] [OPERATING UNDER THE DBA NAME OF Kendra Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; Martinez, GA; START DATE: 02/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-25 |
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