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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-25 |
Branch Locations
4140 Parklake Ave Suite 450, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Papa John's Pizza | Knoxville | TN | 07/2021 | 02/2022 |
| Knox Wire Harnesses | Knoxville | TN | 10/2019 | 07/2021 |
| Bitesquad | Knoxville | TN | 04/2018 | 10/2019 |
| Panera Bread | Knoxville | TN | 01/2017 | 04/2018 |
| Glass Memorial Library | Knoxville | TN | 08/2013 | 05/2017 |
| Nylife Securities | Knoxville | TN | 06/2022 | Present |
| New York Life | Knoxville | TN | 02/2022 | Present |
| Eagle Strategies Llc | Knoxville | TN | 08/2024 | Present |
[US Gaelic Athletic Association (USGAA); A sports referee traveling on a roughly quarterly basis to regional weekend tournament. Would typically be paid on a per diem/expense reimbursement basis. The majority of months will be done on a non-paid volunteer basis in my town.; 2310 Nadine St., Knoxville, TN, 37917; Start Date 03/2024; Role/Title: Certified Referee; Not Investment Related; 7 hours per month; 0 hours per month during securities trading hours][Residual Commissions ; Gerber Life Insurance Company. I have two policies that I sold during my time as an agent through the CRUMP program and may still be receiving residual commissions for them. ; 445 State St, Fremont, MI 49412; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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