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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-12-06 |
Branch Locations
9300 Shelbyville Road Suite 1250, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Louisville | KY | 06/2022 | Present |
| University Of Louisville | Louisville | KY | 11/2021 | 05/2022 |
| Skyguard Windows | Louisville | KY | 07/2020 | 11/2021 |
| University Of Louisville | Louisville | KY | 03/2020 | 07/2020 |
| Universal Windows Direct | Louisville | KY | 04/2019 | 03/2020 |
| Chipotle Mexican Grill | Louisville | KY | 05/2016 | 01/2020 |
| Nylife Securities Llc. | Louisville | KY | 11/2022 | Present |
| Eagle Strategies Llc | Louisville | KY | 12/2023 | Present |
[Middletown Chamber of Commerce; A non-profit focused on stimulating business growth in the Louisville area through events, education, relationship building, and networking.; 11803 Old Shelbyville Rd, Louisville, KY, 40243; Start Date 06/2024; Role/Title: Board Member; Not Investment Related; 12 hours per month; 6 hours per month during securities trading hours; Serve on the board to make decisions regarding budget, future events, and hiring of staff. Attend at least 3 events per month. And educate new members on the benefits of the chamber.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
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