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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 |
| CT | RA | APPROVED | 2020-08-11 |
Branch Locations
9 East Hollow Road, Brewster, NY 10504 • United States
44 South Broadway Suite 1801, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Norwalk | CT | 01/2012 | 02/2018 |
| Lpl Financial Llc | Norwalk | CT | 02/2018 | 05/2019 |
| Booth Financial Associates | Norwalk | CT | 01/2011 | 06/2019 |
| Unemployed | Brewster | NY | 06/2019 | 04/2020 |
| New York Life Insurance Co. | White Plains | NY | 06/2020 | Present |
| Nylife Securities Llc | White Plains | NY | 07/2020 | Present |
| Eagle Strategies Llc | White Plains | NY | 08/2020 | Present |
[Newtown Rotary Club Foundation; charitable foundation affiliated with the Newtown Rotary Club; PO Box 263 Newtown CT 06470; start 09/2009; Board member; no compensation; 4 hours per month, 0 during business hours; Bookkeeper for the foundation] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 777 Westchester Ave White Plains NY 10604; start date 06/2020; Commissions; 10 hours per month, 5 during securities trading hours; insurance related]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-31 |
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