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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-04 |
Branch Locations
14819 Ballantyne Village Way 11Th Fl 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 | 02/2025 | Present |
| Sandhills Office Supply | Southern Pines | NC | 06/2021 | 02/2025 |
| Pine Needles Golf And Lodge | Southern Pines | NC | 04/2021 | 02/2025 |
| Davidson College | Davidson | NC | 08/2021 | 01/2025 |
| United States Golf Association (Usga) | Pinehurst | NC | 05/2024 | 07/2024 |
| Greenworks | Mooresville | NC | 05/2023 | 07/2024 |
| Harris Teeter | Pinehurst | NC | 11/2019 | 08/2021 |
| Moore County Schools | West End | NC | 08/2007 | 06/2021 |
| Nylife Securities Llc | Charlotte | NC | 06/2025 | Present |
| Eagle Strategies Llc | Charlotte | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-02 |
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