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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
4121 Carmichael Road Suite 401, Montgomery, AL 36106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Montgomery | AL | 05/2010 | Present |
| New York Life Insurance Company | Montgomery | AL | 09/2008 | Present |
| Wealth Visionary Financial, Llc | Montgomery | AL | 01/2019 | Present |
| Eagle Strategies Llc | Montgomery | AL | 07/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 4121 Carmichael Road, Montgomery, AL 36106; Start Date 02/2018; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WEALTH VISIONARY FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MONTGOMERY. AL; START DATE: 01/2019][Rental Property; Own rental property.; 3128 Partridge Road, Montgomery, AL 36111; Start Date 01/2025; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-18 |
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