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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-06 |
| AL | RA | APPROVED | 2019-05-08 |
Branch Locations
1820 Rice Mine Road N Suite 300, Tuscaloosa, AL 35406 • 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Birmingham | AL | 12/2008 | Present |
| Nylife Securities Llc | Birmingham | AL | 04/2011 | Present |
| Pathway Financial Group Llc | Tuscaloosa | AL | 10/2017 | 11/2020 |
| Eagle Strategies Llc | Tuscaloosa | AL | 05/2019 | Present |
| Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies | Tuscaloosa | AL | 03/2020 | 01/2026 |
| Snyder And Associates, Llc | Tuscaloosa | AL | 06/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5 BUSINESS HOURS A MONTH ON ACTIVITY] [Mass Mutual Brokerage; Brokering disability and possibly life insurance and annuity products.; 432 65th St STE. B tuscaloosa al 35405; Start Date 12/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [7K Properties LLC; Buying rental property for passive income; 1470 Northbank Pkwy Ste 170 Tuscaloosa AL 35406; Start Date 01/2022; Role/Title: Partner; Investment Related; 10 hours per month; 0 hours per month during securities trading hours;evaluate properties with income and appreciation potential] [OPERATING UNDER THE DBA NAME OF Snyder and Associates, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; TUSCALOOSA AL; START DATE: 06/2023] [Freedom Farms; Freedom farms is a local faith based non profit that provides foster children a place to live, learn, and grow. ; 11760 Nubbin Road Coker, AL 35452; Start Date 12/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; The committee I would serve on is the investments and development. Our role is to provide donor support, managing donor list, and ensure investment policy, goals, and procedures are followed.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-09 |
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