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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-26 |
Branch Locations
2965 Colonnade Drive Suite 220, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Foods | Salem | VA | 07/2021 | 04/2022 |
| Fedex Ground | Roanoke | VA | 09/2014 | 06/2021 |
| New York Life Insurance Company | Roanoke | VA | 06/2022 | Present |
| Unemployed | Salem | VA | 05/2022 | 05/2022 |
| Nylife Securities Llc | Roanoke | VA | 02/2023 | Present |
| Eagle Strategies Llc | Roanoke | VA | 02/2025 | Present |
| Ascend Financial Strategies, Llc | Roanoke | VA | 09/2025 | Present |
| Blanks & Company | Roanoke | VA | 07/2026 | Present |
[OPERATING UNDER THE DBA NAME OF Ascend Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ROANOKE VA; START DATE: 09/2025][Insurance Brokering; [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2965 Colonnade Dr Suite 220 Roanoke VA 24018; Start Date 11/2024; Role/Title: Independent Contractor; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BLANKS & COMPANY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ROANOKE, VA); START DATE: 07/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-05 |
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