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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
Branch Locations
495 North Keller Road Suite 150, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School District Of Osceola County | Kissimmee | FL | 08/2016 | 12/2024 |
| Pure Romance | Saint Cloud | FL | 03/2023 | 12/2024 |
| Primerica | Saint Cloud | FL | 07/2024 | 07/2024 |
| New York Life Insurance Company | Maitland | FL | 08/2024 | Present |
| Nylife Securities Llc | Maitland | FL | 11/2024 | Present |
| Eagle Strategies Llc | Maitland | FL | 09/2025 | Present |
[Notary Public; Notarizing documents; 495 N Keller Rd, Suite 150, Maitland, FL 32751; Start Date 09/2026; Role/Title: Notary Public; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-13 |
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