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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Pensacola | FL | 03/2024 | Present |
| Nylife Securities Llc | Pensacola | FL | 07/2024 | Present |
| Wentz Home Services | Milton | FL | 01/2023 | 10/2024 |
| Navy Federal Credit Union | Pensacola | FL | 08/2018 | 01/2023 |
| Pen Air Federal Credit Union | Pensacola | FL | 05/2016 | 08/2018 |
| Reeder Financial Group, Inc. | Pace | FL | 09/2024 | Present |
| Eagle Strategies Llc | Milton | FL | 03/2026 | Present |
[OPERATING UNDER THE DBA NAME OF Reeder Financial Group, Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; PACE FL; START DATE: 09/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-11 |
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