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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-24 |
Branch Locations
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
320 Broad St, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Charleston | SC | 07/2019 | 08/2025 |
| Articularis Healthcare Group Inc | Summerville | SC | 10/2018 | 07/2019 |
| Medical Univeristy Of South Carolina | Charleston | SC | 10/2015 | 07/2019 |
| Medical University Of South Carolina | Charleston | SC | 11/2014 | 10/2018 |
| Nylife Securities Llc | Charleston | SC | 08/2019 | 09/2025 |
| Eagle Strategies Llc | Charleston | SC | 06/2025 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 09/2025 | Present |
[MB National, LLC; MB National is a real estate holdings company owned by family; 407 30th Avenue North, Myrtle Beach, SC, 29577; Start Date 01/2020; Role/Title: Shareholder; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Southeaster Chamber of Commerce Millennials At The Top (MATT) ; Committee Chairperson. The SCC is a nonprofit, membership organization dedicated to improving businesses and tourism throughout the Southeastern Region.; P.O. BOX 63091, North Charleston, SC 29419; Start Date 08/2024; Role/Title: MATT Council Chair; Not Investment Related; 10 hours per month; 6 hours per month during securities trading hours; Manage the Millennials At The Top council recruitment and retention efforts.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-03 |
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