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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-16 |
| FL | RA | APPROVED | 2024-07-09 |
Branch Locations
3000 Bayport Drive Suite 1100, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Things Affordable Llc | 4396 Las Palmas Ave. | FL | 03/2021 | 03/2023 |
| Ppw And Landscaping Llc. | Lawrenceville | GA | 03/2016 | 03/2023 |
| New York Life Insurance Company | Tampa | FL | 05/2023 | Present |
| Nylife Securities Llc | Tampa | FL | 08/2023 | Present |
| Eagle Strategies Llc | Tampa | FL | 06/2024 | Present |
| Crystal Clear Financial Group, Llc | Tampa | FL | 11/2024 | Present |
[PPW and Landscaping LLC - Dormant; Full Service Lawn Care Business; 502 Allen Dr. Lawrenceville Ga 30043; Start Date: 04/2015; Role/Title: Owner; Not investment related; 0 hours per month; 0 hours per month during securities trading hours; I was the owner and I completed daily tasks such as mow, edging, weed eating and blowing of residential and commercial properties] [OPERATING UNDER THE DBA NAME OF Crystal Clear Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; TAMPA FL; START DATE: 11/2024][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 76 Batterson Park Road Suite 100. Farmington, CT 06032; Start Date 05/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Arbor Heritage LLC; Purchase of Real Estate with intent to rent with a group of my close friends; 9 Apple Ct Homosassa, FL 34446; Start Date 01/2026; Role/Title: Investor; Investment Related; .5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-08 |
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