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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
| TN | RA | APPROVED | 2025-02-11 |
Branch Locations
3401 Mallory Lane Suite 400, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telos Capital Management | San Diego | CA | 06/2022 | 03/2024 |
| California Baptist University | Riverside | CA | 10/2021 | 05/2022 |
| New York Life | White Plains | NY | 06/2021 | 08/2021 |
| Axiom Financial | Temecula | CA | 04/2020 | 05/2021 |
| California Baptist University | Riverside | CA | 02/2020 | 03/2020 |
| Forest Home | Forest Falls | CA | 06/2019 | 08/2019 |
| California Baptist University | Riverside | CA | 08/2018 | 05/2022 |
| Linfield Christian High School | Temecula | CA | 08/2014 | 05/2018 |
| New York Life Insurance | Brentwood | TN | 04/2024 | Present |
| Eagle Strategies Llc | Franklin | TN | 02/2025 | Present |
| Axiom Financial & Insurance Solutions | Franklin | TN | 05/2025 | Present |
[OPERATING UNDER THE DBA NAME OF AXIOM FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; (FRANKLIN, TN); START DATE: 05/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-22 |
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