James Edwin Adkins

Current Employers

Employment History

• 01/1996 → Present
  New York Life Ins. Co.
  Bethesda, MD
• 01/1996 → Present
  Nylife Securities Inc.
  Bethesda, MD
• 03/2006 → Present
  Strategic Financial Associates Llc
  Bethesda, MD
• 08/2017 → 12/2025
  Mahoney Financial Organization, Llc
  Bathesda, MD

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSES OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA NAME OF STRATEGIC FINANCIAL ASSOCIATES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BETHESDA, MD; START DATE: 03/2006] [STRATEGIC GROUP BENEFITS, LLC; SETTING UP BUSINESS FOR ACCOUNTING PURPOSES TO HANDLE ALL OUTSIDE EMPLOYEE BENEFITS COMMISSIONS. THE NEW ENTITY WILL BE FOR ACCOUNTING AND LEGAL PURPOSES.; 6901 ROCKLEDGE DRIVE, SUITE 500, BETHESDA, MD 20817; START DATE 01/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NYLARC Holding Company Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 11/2005; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor] [Integrity Wealth Management, LLC; This is new LLC that is being used only for accounting and bookkeeping purpose. Will not be client facing and will not be used with public. Income and expenses will be run through the LLC. No public operations or communications.; 6901 Rockledge Drive, Suite 700, Bethesda, MD 20817; Start Date 01/2022; Role/Title: Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Pinpoint RVA Investors, LLC; Invests in residential multi family real estate in the Richmond, VA area; Alexandria, VA 22314; Start Date 07/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Brewer Lane Fund II; Passive Investor in Brewer Lane Fund II. This is a Private Equity Investment.; 34 Farnsworth Street, Boston, MA 02210; Start Date 06/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [RBG Hickory Fund XIX LLC; Passive investment in real estate project in Virginia Beach, VA; 1100 Wilson Boulevard, Suite 1210, Arlington, VA 22209; Start Date 02/2023; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-09
• S63 Uniform Securities Agent State Law Examination
  1996-02-12

Other Names

• Jim Adkins
• Jimmy Adkins