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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-27 |
Branch Locations
1365 Westgate Center Drive Suite J2, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N.Y. Life Ins. Co. | Winston-Salem | NC | 05/1986 | Present |
| Nylife Securities, Llc. | Greensboro | NC | 07/1986 | Present |
| Stewart Financial Services, Inc. | Winston-Salem | NC | 02/2014 | Present |
| Eagle Strategies Llc | Winston Salem | NC | 03/2024 | Present |
[INSURANCE BROKERING THROUGH (DBA) STEWART FINANCIAL SERVICES, INC; INSURANCE BROKERING FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: 1365 WESTGATE CENTER DRIVE, SUITE J2, WINSTON-SALEM, NC 27103; START DATE: 02/2014; COMPENSATION COMMISSIONS; 40 HOURS PER MONTH; 30 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Clemmons Moravian Church; Board Member of the church Trustees; 3535 Spangenberg Ave. , Clemmons, NC 27012; Start Date 05/2018; Role/Title: Board Member; Not Investment Related; 8 hours per month; 2 hours per month during securities trading hours; overseeing grounds and facilities, directing church finances, budgeting-Overseeing the operations of preschool and childcare facilities]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-26 |
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