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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
| LA | RA | APPROVED | 2024-09-17 |
Branch Locations
832 E Boston St Suite 13, Covington, LA 70433 • 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 | 12/2021 | Present |
| The Response Group | Covington | LA | 07/2019 | 12/2021 |
| St. Tammany Parish Sheriff's Office | Covington | LA | 04/2013 | 07/2019 |
| Nylife Securities Llc. | New Orleans | LA | 02/2022 | Present |
| Eagle Strategies Llc | Covington | LA | 09/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 832 E. Boston St. #13 Covington, LA 70433; Start Date 01/2024; Role/Title: Independent Contractor; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
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