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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-14 |
Branch Locations
595 E Swedesford Road Suite 300, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bala Cynwyd | PA | 03/2006 | 11/2016 |
| Nylife Securities | Bala Cynwyd | PA | 06/2006 | 11/2016 |
| Eagle Strategies Llc | Bala Cnywyd | PA | 01/2014 | 11/2016 |
| Wells Fargo Bank, Na | Philadelphia | PA | 11/2016 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 12/2016 | 02/2025 |
| New York Life Insurance Company | Wayne | PA | 03/2025 | Present |
| Nylife Securities Llc | Wayne | PA | 04/2025 | Present |
| Eagle Strategies Llc | Wayne | PA | 05/2025 | Present |
[Notary Public; Notary; 1229 Dickinson Street, Philadelphia, PA19147 ;1 hour per month, 0 hours during trading hours; start 02/2017; non-investment related] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 1229 Dickinson Street, Philadelphia, PA19147; start 09/2012; commissions 1 hour per month, 0 hours during trading hours; insurance related] [Rental Property; real estate related; 1229 Dickinson Street, Philadelphia, PA19147;- start 04/1999; 3 rental properties 1124 Pierce Street, Philadelphia, PA 19148, 366 Winton Street, Philadelphia, PA 19148, 409 Durfor Street, Philadelphia, PA 19148; rental income; 8 hours per month, 0 hours during trading hours][Moschella, LLC - Dormant; Management of Investment Properties; 1229 Dickinson Street, Philadelphia, PA 19147; Start Date 05/2025; Role/Title: Owner; Investment Related; 8 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-20 |
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