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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| NC | RA | APPROVED | 2025-12-08 |
Branch Locations
14819 Ballantyne Village Way 11Th Fl Suite 1100, Panorama Tower, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Charlotte | NC | 01/2024 | Present |
| Nrc Health | Lincoln | NE | 01/2023 | 01/2024 |
| Biolog Id | Charlotte | NC | 12/2021 | 10/2022 |
| Allscripts Healthcare Solutions | Charlotte | NC | 06/2019 | 12/2021 |
| Scottcare Cardiovascular Solutions | Cleveland | OH | 08/2017 | 06/2019 |
| Medquest Associates | Altalnta | GA | 05/2014 | 08/2017 |
| Nylife Securities Llc. | Charlotte | NC | 04/2024 | Present |
| Eagle Strategies Llc | Charlotte | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-14 |
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