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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Ridgeland | MS | 05/2013 | Present |
| New York Life Ins Co | Ridgeland | MS | 03/2013 | Present |
| Ocobla Baptist Church | Philadelphia | MS | 02/2014 | 05/2020 |
| Wise Financial Group, Llc | Philadelphia | MS | 04/2016 | Present |
| Eagle Strategies Llc | Philadelphia | MS | 01/2023 | Present |
[Rental Property; I rent out a house; 1101 Range Avenue; Philadelphia, MS 39350; Start Date 06/2015; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 273 West Beacon Stree; Philadelphia, MS 39350; Start Date 05/2016; Role/Title: Owner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WISE 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; PHILADELPHIA, MS START DATE: 04/2016] [Wade Allen Hunting Camp; President of our deer camp. We created a deer hunting camp and lease hunting land; No addresss; Start Date 06/2018; Role/Title: Officer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Triple M Ministries inc.; Church / Missions; 10830 Highway 486, Philadelphia, MS 39350; Start Date 06/2020; Role/Title: Owner; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours; pastor-coordinator]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-30 |
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