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3365 Piedmont Road Ne Suite 1400, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-20 |
Branch Locations
3365 Piedmont Road Ne Suite 1400, Atlanta, GA 30305 • United States
Brentwood, TN • United States
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-22 |
| TN | RA | APPROVED | 2014-07-02 |
Branch Locations
840 Crescent Centre Dr. Suite 500, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
[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]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-11 |
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