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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 | 2021-10-18 |
| NY | RA | APPROVED | 2021-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Melville | NY | 02/2003 | Present |
| Nylife Securities Inc. | Melville | NY | 04/2003 | Present |
| Rsa Financial Group | Melville | NY | 05/2013 | Present |
| Eagle Strategies Llc | Melville | NY | 08/2007 | Present |
| Wealth Conservation Group, Inc. | Melville | NY | 10/2022 | Present |
[BROKERING NON-REGISTERED PRODUCTS WITH OUTSIDE CARRIERS D/B/A RSA FINANCIAL GROUP] [INVESTMENT ADVISER REPRESENTATIVE AFFILIATED WITH EAGLE STRATEGIES LLC] [BROKERING NON-REGISTERED PRODUCTS WITH OUTSIDE CARRIERS] [Centerport United Methodist Church; Head of the finance committee. The role simply reviews the financial budget for the church. There are 10 members on the committee including myself.; 97 Little Neck Rd. Centerport NY 11721; Start Date 06/2018; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WEALTH CONSERVATION GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MELVILLE, NY; START DATE: 10/2022]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-22 |
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