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56 Hunter Street Suite 230, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-11 |
| VA | RA | APPROVED | 2024-08-13 |
| MD | RA | APPROVED | 2024-08-12 |
| NC | RA | APPROVED | 2024-08-12 |
Branch Locations
56 Hunter Street Suite 230, Apex, NC 27502 • United States
2300 Wilson Blvd Ste 700, Arlington, VA 22201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 11/2015 | 08/2024 |
| New York Life Insurance Company | Vienna | VA | 10/2015 | 08/2024 |
| Avenue Wealth Management, Llc D/B/A Avenue Wealth | Vienna | VA | 11/2015 | 08/2024 |
| Eagle Strategies Llc | Vienna | VA | 04/2023 | 08/2024 |
| Bsg Advisers | Apex | NC | 08/2024 | Present |
(1) NAME: n/a; INV REL: Yes; ADDRESS: 2300 Wilson Blvd, Ste 700, Arlington, VA 22201; NATURE: Sale of life, disability,long-term care, and related insurance products; POSITION: Sole Prop; START DATE: 08/2024; HR/MO DURING TRADING: 10;HR/MO OUTSIDE OF TRADING: 5; DUTIES: Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-31 |
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