Jason Apolenis, Bradley Burton, Kingsley Davis, Samuel Froehlich, George "Drew" Leisure, Aaron Jones, Michael Scheeler, Ryan Ohlin, Mark Apolenis, Rose Gentile and Matthew Worthington are agents, collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV. No insurance business may be conducted outside these states referenced.
Jason Apolenis, Bradley Burton, Samuel Froehlich, Aaron Jones, Michael Scheeler, Matthew Worthington, Mark Apolenis, Ryan Ohlin, and Kingsley Davis are also separately registered as an investment adviser representative "IAR", under Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA, WV. As such, these services are strictly intended for individuals residing in these states.
Jason Apolenis, Bradley Burton, Kingsley Davis, Samuel Froehlich, George "Drew" Leisure, Aaron Jones, Michael Scheeler, Ryan Ohlin, Mark Apolenis and Matthew Worthington are Registered Representatives and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 8075 Leesburg Pike, Suite 200, Vienna, VA 22182. In this regard, this communication is strictly intended for the individuals residing in AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside the specific state referenced.
Avenue Wealth is not owned or operated by NYLIFE Securities LLC, or its affiliates.
Neither Avenue Wealth, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
*Financial Planning offered through Jason Apolenis, Bradley Burton, Samuel Froehlich, Aaron Jones, Michael Scheeler, Matthew Worthington, Mark Apolenis, Ryan Ohlin and Kingsley Davis' affiliation with Eagle Strategies LLC, A Registered Investment Adviser.
For additional information, visit Customer Relationship Summary.pdf