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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-24 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Lexington | VA | 10/2022 | 03/2023 |
| Wells Fargo Bank, Na | Lexington | VA | 07/2013 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Lexington | VA | 05/2023 | 04/2024 |
| New York Life Insurance Co. | Roanoke | VA | 08/2024 | Present |
| Nylife Securities Llc | Roanoke | VA | 11/2024 | Present |
| Unemployed | Buchanan | VA | 05/2024 | 10/2024 |
| Eagle Strategies Llc | Roanoke | VA | 04/2025 | Present |
[LAPSLEY'S RUN BAPTIST CHURCH; 608 Zion Hill Rd. Fincastle Va. 24090; TREASURER; START DATE 2/27/2022; 8 HRS PER MONTH, 0 HRS DURING TRADING HOURS; ATTENDING MEETINGS TO DISCUSS CHURCH EVENTS, SPECIAL PROGRAMS AND GENERAL CHURCH BUSINESS. WRITING CHECK FOR OFFICERS, BILLS, EXPENSES OF THE CHURCH][Rockbridge Area YMCA; Board Member/ Financial Chairman; 790 N. Lee Hwy Lexington, Va. 4450; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 10 hours per month; 3 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-06 |
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