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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2014-10-16 |
| NC | RA | APPROVED | 2014-10-15 |
Branch Locations
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 Company | Charlotte | NC | 04/2010 | Present |
| Nylife Securities Llc | Charlotte | NC | 09/2010 | Present |
| Herlong & Doran Financial Group, Llc | Johnston | SC | 02/2014 | 12/2022 |
| Eagle Strategies Llc | Aiken | SC | 10/2014 | Present |
| Enrich Wealth Partners, Llc | Aiken | SC | 06/2023 | Present |
[BROKERING OF NON REGISTERED PRODUCTS; 424 CALHOUN STREET, JOHNSTON, NC 29832; YES: INVESTMENT RELATED; ROLE: AGENT; METHOD OF PAYMENT: COMMISSIONS; HOURS DEVOTED TO THE BUSINESS: 1/1] [OPERATING UNDER THE DBA NAME OF ENRICH WEALTH PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: AIKEN, SC; START DATE: 06/2023] [Aiken RE LLC; Buying property downtown Aiken with another person under an LLC. We will be building an office building that eventually will be my office. I will own 50% of the LLC and my business Enrich Wealth Partners will pay the LLC Rent.; 141 Greenville St. SW Aiken SC 29801; Start Date 01/2024; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Coastal Carolina National Bank (CCNB) ; CCNB Advisory Board. I have been asked to sit on an advisory board for a community bank. ; 322 Richland Ave. W Aiken SC 29801; Start Date 06/2025; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [JRMME, LLC; created to invest 25,000 into a RE deal PBFC; 145 Greenville St. Aiken SC 29801; Start Date 06/2026; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-15 |
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