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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-12-23 |
Branch Locations
150A Andover Street Suite 7B, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities | Waltham | MA | 09/2008 | Present |
| New York Life Insurance Co | Waltham | MA | 08/2008 | Present |
| Eagle Strategies Llc | Waltham | MA | 12/2013 | Present |
| Condon Financial & Insurance Services | Waltham | MA | 03/2014 | 06/2022 |
| Mccarthy Financial, Llc | Wakefield | MA | 06/2022 | 03/2023 |
| Condon Financial & Insurance Services | Danvers | MA | 03/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; investment related; insurance broker; start date 06/2012] [The Wilson House; The Wilson House of East Dorset and Griffith Library maintain the spirit, memory, and purpose of Bill Wilson, co-founder of Alcoholics Anonymous, at his historic birthplace and childhood home.; 378 Village Street East Dorset, VT 05253; Start Date 09/2020; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; As treasurer I will help build a budget and analysis, income and expenses against the annual budget. Along with executive committee I will make recommendations on new expenses.] [OPERATING UNDER THE DBA NAME OF CONDON FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (DANVERS, MA); START DATE: 03/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-16 |
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