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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 |
| SC | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
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 | 07/2023 | Present |
| Five Stones Church | Waxhaw | NC | 07/2014 | Present |
| Nylife Securities Llc | Charlotte | NC | 07/2023 | Present |
| Eagle Strategies Llc | Charlotte | NC | 12/2024 | Present |
[Freelance Musician; professional musician- I occasionally play out on the weekends and may or may not receive compensation. ; 3086 Drummond Avenue Fort Mill, SC, 29707; Start Date 07/2024; Role/Title: Independent Contractor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [BNI - NC CLT Waxhaw Success Builders; Professional business referral group; 1401 Milbridge Parkway, Waxhaw, NC 28173; Start Date 06/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; visitor host][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 14819 Ballantyne Village Way Suite 1100, Charlotte, N.C. 28277; Start Date 01/2026; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-05 |
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