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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-29 |
Branch Locations
14819 Ballantyne Village Way Suite 1100, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Charlotte | NC | 06/2022 | Present |
| Wells Fargo | Charlotte | NC | 12/2019 | 05/2022 |
| Keyot, Llc | Charlotte | NC | 04/2019 | 12/2019 |
| Hendrick Automotive Group | Charlotte | NC | 08/2017 | 04/2019 |
| Pennsylvania State University | State College | PA | 08/2013 | 05/2017 |
| Nylife Securities Llc. | Charlotte | NC | 08/2022 | Present |
| Parker Financial Group, Llc | Matthews | NC | 04/2024 | 12/2024 |
| Eagle Strategies Llc | Matthews | NC | 05/2024 | Present |
| Hamilton Henry Wealth Strategies, Llc | Charlotte | NC | 03/2025 | Present |
[OPERATING UNDER THE DBA NAME OF HAMILTON HENRY WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (CHARLOTTE, NC); START DATE: 03/2025][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 14819 Ballantyne Village Way, Suite 1100, Charlotte, NC, 28277; Start Date 03/2024; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours][CLT Wrist, LLC ; Watch Trading. Buying and selling luxury watches on various online platforms; 12012 Mills Mansion Dr, Charlotte, NC 28273; Start Date 06/2025; Role/Title: Owner; Not Investment Related; 20 hours per month; 10 hours per month during securities trading hours; responsible for inventory management, accounting, marketing]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-14 |
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