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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-17 |
Branch Locations
4121 Cox Road Suite 200, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New Orleans | LA | 05/2013 | Present |
| Nylife Securities Llc | New Orleans | LA | 06/2013 | Present |
| Eagle Strategies Llc | Plano | TX | 02/2021 | Present |
[FORE Foundation ; Fundraising and assisting in coordinating efforts with local community for charity events and community service. ; 2924 Emerywood Parkway Suite 202 Richmond, VA 23294; Start Date 10/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Meet with board to discuss plans to support local charities and community involvement][Nadia's ; Restaurant ; 555 Greenwich St. New York, NY 10014; Start Date 10/2025; 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 | 2021-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-23 |
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