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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-15 |
| VA | RA | APPROVED | 2013-08-20 |
Branch Locations
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
6100 Oak Tree Blvd. Suite 300, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 11/2009 | Present |
| New York Life Insurance Company | Vienna | VA | 08/2009 | Present |
| Eagle Strategies Llc | Vienna | VA | 08/2013 | Present |
| Mahoney Financial Organization, Llc. | Vienna | VA | 01/2016 | 03/2018 |
| Avenue Wealth Llc | Vienna | VA | 05/2016 | 01/2017 |
| Franklin Capital Strategies, Llc D.B.A Franklin Capital Strategi | Vienna | VA | 01/2017 | Present |
[MARET SCHOOL; 3800 CATHEDRAL AVE., NW, WASHINGTON, DC 20008; NOT INVESTMENT RELATED; ASST. FOOTBALL COACH; APPROX. 56 HRS PER MONTH, APPROX 24 HRS BETWEEN 9:30 - 4:00.] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 8075 LEESBURG PIKE, SUITE 400, VIENNA VA 22182; START DATE 10/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Jewish Federation Greater Washington; Volunteering on the allocations committee; 6101 Executive Blvd., Bethesda, MD 20852; Start Date 10/2015; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FRANKLIN CAPITAL STRATEGIES, LLC D.B.A FRANKLIN CAPITAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; VIENNA, VA; START DATE: 01/2017] [Visiting Committee for the Board of Trustees of Hawken School; Help to inform and advance the strategic direction of Hawken School. Serve as an ambassador between the school and its constituencies;; 12465 County Line Rd., Gates Mills, OH 44040; Start Date 04/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave., New York, NY 10010; Start Date 10/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Gridirons, LLC - Dormant; I registered this in VA years ago so that I could conduct video production of high school football coaches around the country; 831 21st St. S, Arlington VA 22202; Start Date 03/2014; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Rental Property; We are renting out the first home that we bought.; 831 21st St. S Arlington VA 22202; Start Date 03/2020; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive owner] [Mad Izzy LLC; rental property; 831 21st St. S Arlington VA 22202; Start Date 03/2022; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][P&C Sales; P&C, Health Insurance; 8075 Leesburg Pike, Suite 400, Vienna VA 22182; Start Date 08/2024; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Substack Author; Sharing thoughts on Substack. Substack is an American online platform that provides publishing, payment, analytics, and design infrastructure to support subscription-based content, including newsletters, podcasts, and video.; Vienna, VA 22182; Start Date 01/2026; Role/Title: Educator/Instructor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; author]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-19 |
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