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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Raleigh | NC | 02/2018 | 06/2026 |
| New York Life Insurance Co | Raleigh | NC | 05/2017 | 06/2026 |
| Unemployed | Morrisville | NC | 01/2017 | 05/2017 |
| Chapel Hill Restaurant Group-Spanky's | Chapel Hill | NC | 01/2016 | 12/2016 |
| Compass Group, Eurest Dining At Metlife | Charlotte | NC | 02/2014 | 09/2017 |
| Triangle Bni | Cary | TX | 09/2020 | 08/2021 |
| Eagle Strategies Llc | Raleigh | NC | 10/2024 | 06/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| Cetera Investment Advisers Llc | Cary | NC | 06/2026 | Present |
| First National Bank Of Pa | Cary | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-17 |
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