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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-08-06 |
Branch Locations
Lawrenceville, GA • United States
Alpharetta, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Atlanta | GA | 06/2014 | Present |
| Nylife Securities Llc | Atlanta | GA | 08/2014 | Present |
| Eagle Strategies Llc | Atlanta | GA | 08/2020 | Present |
| Nylife Securities Llc | Alpharetta | GA | 04/2021 | Present |
| Reveal Wealth | Alpharetta | GA | 10/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;3421 sandwedge ct snellville ga 30039; Start Date 10/2019; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF REVEAL WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ALPHARETTA, GA); START DATE: 10/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-23 |
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