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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2014-07-14 |
Branch Locations
26 Century Hill Drive Suite 301, Latham, NY 12110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Latham | NY | 12/2000 | Present |
| Eagle Strategies | Latham | NY | 11/2009 | Present |
| Wealth Strategies Group, | Latham | NY | 04/2009 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; DBA WEALTH STRATEGIES GROUP] INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES [Malone Holding Company LLC; Rental Property. We plan to rent the top portion of the building to residential renters and the bottom portion of the building to commercial renters; 10 Railroad St. Malone NY 12953; Start Date 12/2015; Role/Title: Owner; Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [Rental Property; Renting out previous residence. ; 45 Stafford Way, Ganesvoort, NY 12831; Start Date 09/2023; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-11 |
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