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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 | 2023-10-19 |
| NJ | RA | APPROVED | 2010-06-12 |
Branch Locations
3000 Atrium Way Suite 330, Mt. Laurel, NJ 08054 • 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 |
|---|---|---|---|---|
| Nylife Securities Inc. | Brooklyn | NY | 11/2001 | Present |
| Eagle Strategies Llc | Cherry Hill | NJ | 06/2010 | Present |
| Wholistic Wealthcare Strategies Llc | Laurel | NJ | 09/2025 | Present |
[Grace Temple Community Development Corporation; The entity exists to improve community improvements in teh areas of: housing, after-school programs for children, improve housing opportunities for homeless persons; 15 E Charleston Avenue, Lawnside NJ 08054; Start Date 11/2019; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 257 Rosebay Ct Delran NJ 08075; Start Date 10/2020; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 4 hours per month during securities trading hours] [Rental Property; I own an apartment that I recently moved from and I would like to rent it for income.; 257 Rosebay Court Delran NJ 08075; Start Date 09/2021; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WHOLISTIC WEALTHCARE STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LAUREL, NJ); START DATE: 09/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-31 |
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