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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-13 |
| VA | RA | APPROVED | 2026-04-30 |
Branch Locations
14819 Ballantyne Village Way Suite 1100, Charlotte, NC 28277 • 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 Co | Roanoke | VA | 09/2009 | 01/2025 |
| Nylife Securities Llc | Roanoke | VA | 03/2021 | 01/2025 |
| Silver Hearth Lodge, Llc | Bent Mountain | VA | 01/2018 | 09/2025 |
| New York Life Insurance Company | Charlotte | NC | 05/2025 | Present |
| Nylife Securities Llc | Charlotte | NC | 02/2026 | Present |
| Unemployed | Roanoke | VA | 01/2025 | 01/2025 |
| Eagle Strategies Llc | Charlotte | NC | 04/2026 | Present |
[ Instacart; not investment related; 10231 Sugar Camp Creek Rd. Bent Mtn Va 24059; Grocery Delivery; independent contractor; Start date: 03/2020; 2 hours per month, 0 hours during securities trading hours; shop/deliver groceries to client's home no set hours or mandatory/minimum required [Notary Public; non-investment related; 2965 Colonnade Drive Roanoke Va 24018; notarize documents; :notary; Start date: 10/2018; 1 hour per month, 1 hour during securities trading hours; notarize criminal history authorizations ONLY for prospective agents to order cr hx report needed for their va life/health license to be issued]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
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