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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Roanoke | VA | 01/2014 | Present |
| Nylife Securities Llc | Roanoke | VA | 07/2014 | Present |
| The Conner Group | Vinton | VA | 06/2015 | Present |
| Eagle Strategies Llc | Vinton | VA | 09/2019 | Present |
| Generational Financial Partners Llc | Vinton | VA | 01/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 131 E Lee Ave Vinton Va 24179; Start Date 07/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Conner Brugh LLC; Rental Property. Office space that I occupy personally that has potential rental income in the future.; 131 E. Lee Street Vinton Va 24179; Start Date 12/2016; Role/Title: Owner; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THE CONNER GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; VINTON, VA; START DATE: 06/2015] [Roanoke Rescue Mission Foundation Board; The Rescue Mission Foundation was established in 1991 to create an endowment fund for the support of the Rescue Mission.; 402 4th Street SE, Roanoke, VA 24013; Start Date 02/2020; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Conner Brugh Capital LLC; Business operating account for future staff.; 131 E. Lee Avenue Vinton, VA 24179; Start Date 04/2021; Role/Title: Partner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; operating account for future payroll obligations.] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (VINTON VA 24179); START DATE: 01/2023] [Maple Lee Investments LLC; LLC was created to pay an employee who the members of Maple Lee LLC shares for an administration role within our office.; 131 E. Lee Ave Vinton, VA 24179; Start Date 12/2023; Role/Title: Partner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Botetourt County Parks and Recreation - Basketball; I coach local basketball teams.; 16 E Main Street Fincastle, VA 24090; Start Date 01/2024; Role/Title: Volunteer; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours][SUMMERFIELD FUND LLC; multi-family apartments and commercial retail space;?; Charleston, SC; Start Date 01/2025; Passive Partner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-01 |
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