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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-22 |
| FL | RA | APPROVED | 2018-09-19 |
Branch Locations
125 W. Romana Street One Pensacola Plaza Suite 720, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Pensacola | FL | 10/2011 | Present |
| Nylife Securities Llc | Pensacola | FL | 10/2011 | Present |
| Atlas Financial Strategies, Llc | Pensacola | FL | 01/2015 | Present |
| Emerald Coast Wealth Strategies, Llc | Pensacola | FL | 09/2015 | 01/2019 |
| Eagle Strategies Llc | Pensacola | FL | 09/2018 | Present |
[INSURANCE BROKERING; OPERATING UNDER THE DBA NAME OF ATLAS FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; 7282 PLANTATION RD. SUITE 400 PENSACOLA, FL 32504; START DATE 01/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property; Rental real estate. I have a house that we will rent out to produce income; 7863 White Sands Blvd., Navarre, FL 32566; Start Date 04/2022; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; COLLECT RENT] [Waterfront Rescue Mission; BOARD MEMBER; NON INVESTMENT RELATED; START DATE 3/2017; 380 W. Herman St. Pensacola, FL 32505; 3 HOURS PER MONTH TWO DURING SECURITIES HOURS; They are a Christian based homeless rehabilitation organization; ATTEND BOARD MEETINGS] [Book: Getting business sales ready; Writing a book about getting your business "sale ready" even if you don't plan to sell it. ; 125 West Romana Street, Suite 720, Pensacola, FL 32502; Start Date 07/2024; Role/Title: Owner; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-30 |
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