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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| OH | RA | APPROVED | 2025-12-22 |
Branch Locations
5905 E Galbraith Road Suite 4000, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Discount Tire | Cincinnati | OH | 03/2022 | 06/2025 |
| Ross High School | Hamilton | OH | 08/2018 | 05/2022 |
| Miami University | Oxford | OH | 08/2022 | Present |
| Ross Middle School | Hamilton | OH | 08/2014 | 05/2018 |
| Mimi Donuts | Hamilton | OH | 06/2021 | 02/2022 |
| Cdc Distributors | Cincinnati | OH | 04/2021 | 06/2021 |
| New York Life Insurance Co | Cincinnati | OH | 06/2024 | Present |
| Nylife Securities Llc | Cincinnati | OH | 08/2024 | Present |
| Jackson Wealth Strategies, Ltd | Cincinnati | OH | 09/2025 | Present |
| Eagle Strategies Llc | Cincinnati | OH | 12/2025 | Present |
[OPERATING UNDER THE DBA NAME OF Jackson Wealth Strategies, Ltd FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; CINCINNATI OH; START DATE: 09/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-01 |
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