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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-10-18 |
Branch Locations
935 South Main Street Suite 400, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Inversiones Acqua Sas | Medellin | 02/2013 | 03/2017 | |
| Unemployed | Greer | SC | 04/2017 | 06/2017 |
| Nylife Securities Llc | Greenville | SC | 08/2018 | Present |
| New York Life Insurance Company | Greenville | SC | 07/2017 | Present |
| West End Financial Strategies Llc | Greenville | SC | 03/2020 | 10/2020 |
| Eagle Strategies Llc | Greenville | SC | 10/2021 | Present |
| G & H Financial Group, Llc | Greenville | SC | 04/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 935 South Main St Suite 400 Greenville SC 29601; Start Date 02/2019; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 2 hours per month during securities trading hours] [The Osvaldo Gutierrez and Lina Maria Henao Living Trust; We rent a Town house. We got a monthly rent income.; 424 Windsinger Ln Greer SC 29650; Start Date 03/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [NAIFA-Upstate Board; Board Member. National association of Insurances agents and Financial Advisors. Greenville SC USA.; 2901 Telestrat Ct Falls Church VA 22042; Start Date 03/2022; Role/Title: Volunteer; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; board member] [OPERATING UNDER THE DBA NAME OF G&H 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); (GREENVILLE, SC); START DATE: 04/2024][Beminimal SAS; Hotel in Colombia South America.; Calle 36 #63-84, Laureles Estadio, Medellin , Antioquia, Colombia; Start Date 05/2026; Role/Title: Passive Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-22 |
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