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Current Employers
Generational Financial Partners, Llc

3365 Piedmont Road Ne Suite 1400, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-08-20
  • TN RA
    APPROVED
    Since 2026-08-20

Branch Locations

3365 Piedmont Road Ne Suite 1400, Atlanta, GA 30305 • United States

Brentwood, TN • United States

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-11-22
TN RA APPROVED 2014-07-02
  • TX RA
    APPROVED_RES
    Since 2019-11-22
  • TN RA
    APPROVED
    Since 2014-07-02

Branch Locations

840 Crescent Centre Dr. Suite 500, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Co. Franklin TN 06/2009 08/2026
Nylife Securities Llc Franklin TN 06/2009 08/2026
Eagle Strategies Llc Franklin TN 07/2014 08/2026
Burke Financial Group, Llc Franklin TN 09/2014 Present
Generational Financial Partners, Llc Franklin TN 11/2018 08/2026
Generational Financial Partners, Llc Atlanta GA 08/2026 Present
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 840 CRECENT CENTRE DR. STE 500 FRANKLIN, TN 37067; START DATE 09/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF BURKE FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRANKLIN, TN; START DATE: 09/2014] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRANKLIN, TN; START DATE: 11/2018] [NYLARC Holding Company, Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave, New York, NY 1010; Start Date 01/2024; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-30
S63 Uniform Securities Agent State Law Examination 2010-07-11
  • S66 Uniform Combined State Law Examination
    2014-05-30
  • S63 Uniform Securities Agent State Law Examination
    2010-07-11
Designations

View on SEC IAPD

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