Terry Gerard Fenwick

Current Employers

Employment History

• 09/1982 → Present
  New York Life Insurance Co
  Louisville, KY
• 09/1982 → Present
  Nylife Securities Inc.
  Louisville, KY
• 12/2012 → Present
  Fenwick Partners, Llc
  Louisville, KY
• 06/2003 → Present
  Eagle Strategies Llc
  Louisville, KY

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA FENWICK PARTNERS, LLC] [Westwood Holdings LLC; Purchasing business office condominiums which will initially be rental properties but could potentially be used for expansion of my own business practice.; Real Estate Address is: Westwood Office Condominiums 4175 Westport Road, Units 102 and 202, Louisville, Kentucky 40207; Start Date 05/2016; Role/Title: LLC Manager/Member; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsurance; 2999 North 44th Street Suite 250 Phoenix, AZ 85018; Start Date 10/2010; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [WESTWOOD OFFICE CONDOMINIUMS COUNCIL OF CO-OWNERS, INC.; I own 2 business condominiums in the Westwood Office complex, which is where my insurance practice is located. Every condo owner is listed as a "director" on their organizational filing with the State of KY.; 4175 WESTPORT RD STE. 206 LOUISVILLE KY 40207; Start Date 07/2001; Role/Title: Director; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [DS of Louisville Foundation; DSL assists over 700 families in the Metro area. They have a small foundation to assist with general expenses and special projects. Asset managers report to the Foundation Board every other month regarding strategy and performance.; 5001 S. Hurstbourne Pkwy Louisville, KY 40291; Start Date 02/2022; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; I will be one of 9 individuals providing input]

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-08-15

Designations