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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-30 |
| LA | RA | APPROVED | 2006-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | New Orleans | LA | 09/1985 | Present |
| Nylife Securities Inc. | New Orleans | LA | 01/1986 | Present |
| Davenport Wealth Strategies | Metairie | LA | 03/2024 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS] [CHAOS; VOLLEYBALL TEAM; 1337 HURON AVE METAIRIE LA 70005; START DATE 03/2014; ROLE/TITLE: DIRECTOR; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Mt. Carmel Academy; catholic girls high school providing education to young women of New Orleans for over 100 years; 7027 Milne Blvd, New Orleansl, LA 70124; Start Date 06/2022; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; ambassador] [OPERATING UNDER THE DBA NAME OF DAVENPORT WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (METAIRIE, LA); START DATE: 03/2024][NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave, NY, NY 10010; Start Date 06/2007; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-21 |
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