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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED_RES | 2019-03-05 |
| AL | RA | APPROVED | 2016-03-31 |
Branch Locations
1110 Montilimar Drive Suite 1010, Mobile, AL 36609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Mobile | AL | 05/2013 | Present |
| Nylife Securities Llc | Mobile | AL | 07/2013 | Present |
| Eagle Strategies Llc | Mobile | AL | 03/2016 | Present |
| Alexander Financial Group Llc | Mobile | AL | 10/2019 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; investment related; start date 07/2013] [OPERATING UNDER THE DBA NAME OF ALEXANDER 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; MOBILE, AL; START DATE: 10/2019]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-26 |
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