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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-02 |
Branch Locations
14819 Ballantyne Village Way Suite 1100, Panorama Tower, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Charlotte | NC | 07/2023 | Present |
| Duckworth's Grill And Taphouse | Charlotte | NC | 06/2022 | 06/2023 |
| Appalachian State University | Boone | NC | 06/2017 | 05/2022 |
| Providence Highschool | Charlotte | NC | 01/2014 | 05/2017 |
| Nylife Securities Llc. | Charlotte | NC | 02/2024 | Present |
| Eagle Strategies Llc | Charlotte | NC | 01/2025 | Present |
| Hamilton Henry Wealth Strategies, Llc | Charlotte | NC | 01/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 14819 Ballantyne Village Way, Charlotte, NC 28277; Start Date 09/2025; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HAMILTON HENRY WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (CHARLOTTE, NC); START DATE: 01/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-11 |
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