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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-09-20 |
Branch Locations
4140 Parklake Avenue Suite 450, Raleigh, NC 27612 • United States
Garner, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Raleigh | NC | 02/2010 | Present |
| Nylife Securities Llc | Raleigh | NC | 03/2010 | Present |
| Eagle Strategies Llc | Raleigh | NC | 09/2011 | Present |
| Triangle Wealthcare Llc | Raleigh | NC | 07/2020 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 07/2013] [OPERATING UNDER THE DBA NAME OF TRIANGLE WEALTHCARE LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; RALEIGH, NC; START DATE: 07/2020]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-31 |
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