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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2023-11-28 |
| SC | RA | APPROVED | 2023-11-28 |
Branch Locations
2424 India Hook Road Suite 110, Rock Hill, SC 29732-1278 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wofford College | Spartanburg | SC | 08/2013 | 05/2017 |
| Unemployed | Charlotte | NC | 01/2014 | 02/2017 |
| New York Life Insurance Company | Charlotte | NC | 07/2017 | Present |
| Nylife Securities Llc | Charlotte | NC | 08/2017 | Present |
| Eagle Strategies Llc | Rock Hill | SC | 11/2023 | Present |
| 1852 Financial Group Llc | Rock Hill | SC | 02/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 6100 fairview rd suite 400 Charlotte NC 28210; Start Date 01/2021; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; brokering insurance products] [OPERATING UNDER THE DBA NAME OF 1852 FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ROCK HILL, SC); START DATE: 02/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-28 |
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