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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lutheran Family Services Of Virginia, Minnick School | Wytheville | VA | 08/2018 | 02/2019 |
| Tazewell County Public Schools | Tazewell | VA | 08/1991 | 08/2018 |
| Valic Financial Advisors, Inc. | North Chesterfield | VA | 02/2019 | 05/2020 |
| New York Life Insurance Company | Roanoke | VA | 05/2020 | Present |
| Nylife Securities Llc | Roanoke | VA | 06/2020 | Present |
| Eagle Strategies Llc | Bluefield | VA | 07/2025 | Present |
| Solid Rock Financial Partners, Llc | Tazewell | VA | 09/2025 | Present |
| Blanks & Company | Tazewell | VA | 08/2026 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through Premier Life Strategies, Inc. ; 620 Quail Drive, Bluefield, VA 24605; Start Date 11/2023; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Westminster Presbyterian Church, EPC; Our mission is to grow faithful, fruitful followers of Jesus Christ.; 2005 Washington St, Bluefield, WV, 24701; Start Date 09/2023; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Elkhorn Retreat; We are going to begin renting our "cabin in the woods" to pastors and their families as a low-cost vacation option for them to utilize. This will include weekly rentals and Saturdays for one-day retreats for church groups.; 3805 Elk Horn Road, Woodlawn, VA 24381; Start Date 10/2023; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; I mow the property, clean the house, and otherwise maintain the property, as needed.] [OPERATING UNDER THE DBA NAME OF SOLID ROCK FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (TAZEWELL, VA); START DATE: 09/2025] [Southwest Virginia Community College; I have been named as Chairman of the Board for Southwest Community College. With my previous background in education, my role is in an advisory capacity on curriculum and student services.; 635 Community College Road, Cedar Bluff, VA 24609; Start Date 10/2023; Role/Title: Officer; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; I am Chairman of the board that advises the President of the college on curriculum and student services] [OPERATING UNDER THE DBA NAME OF BLANKS & COMPANY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (TAZEWELL, VA); START DATE: 08/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-09 |
| S66 | Uniform Combined State Law Examination | 2019-04-13 |
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