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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-21 |
Branch Locations
232 Canal Blvd Suite 1, Ponte Vedra, FL 32082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Life Ins Co | Springfield | IL | 02/1990 | Present |
| Nylife Securities Inc. | New York | NY | 05/1998 | Present |
APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 232 Canal Blvd. Suite 1, Ponte Vedra Beach, Fl 32082; Start Date 01/2020; Role/Title: Owner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [RENTAL PROPERTY; VACATION HOME RENTAL; INVESTMENT RELATED, 90 W CHRISTY TRAIL, SAPPHIRE NC 28774; OWNER; ABOUT 4HRS A MONTH; START DATE 4/05] [Turner Vending Inc.; OWNER; NON INVESTMENT RELATED;START DATE 6/2000] [232 Canal Blvd. LLC; this LLC was created to take ownership of the property located at 232 Canal Blvd. Suite 1, Ponte Vedra Beach, FL 32082; 232 Canal Blvd. Suite 1 Ponte Vedra Beach, Fl. 32082; Start Date 03/2020; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; pay rent] [Boy Scouts of America ; BSA is a youth organization that encourages youth of America to have Character development Leadership development Citizenship training; 521 Edgewood Ave S, Jacksonville, FL 32205; Start Date 10/2024; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Chartered Organization Representative for Pack 291, Girls Troop 9291, and Boys Troop 288] [Palm Valley Honey Company; As a Beekeeper I will collect honey and sell it; 232 Canal Blvd. Suite 1, Ponte Vedra Beach, Florida 32082; Start Date 12/2024; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Keep and maintain Bee Hives.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-18 |
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