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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
4140 Parklake Avenue Suite 450, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Raleigh | NC | 01/1990 | Present |
| Nylife Securities Llc | Raleigh | NC | 05/1996 | Present |
| Eagle Strategies Llc | Raleigh | NC | 08/2016 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 9/2004] [REAL ESTATE PARTNERSHIP; POSITION PARTNER; PARTNER IN TWO REAL ESTATE PARTNERSHIPS WHICH OWN COMMERCIAL PROPERTIES AND/OR LAND IN RALEIGH; DERIVE A SHARE OR THE RENTS GENERATED FROM THESE PROPERTIES;NOT ACTIVE IN THE MANAGEMENT INVESTMENT RELATED; START DATE 10/2002]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-13 |
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