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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-12-23
  • MA RA
    APPROVED
    Since 2013-12-23

Branch Locations

150A Andover Street Suite 7B, Danvers, MA 01923 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2008 → Present
    Nylife Securities
    Waltham, MA
  • 08/2008 → Present
    New York Life Insurance Co
    Waltham, MA
  • 12/2013 → Present
    Waltham, MA
  • 03/2014 → 06/2022
    Condon Financial & Insurance Services
    Waltham, MA
  • 06/2022 → 03/2023
    Mccarthy Financial, Llc
    Wakefield, MA
  • 03/2023 → Present
    Condon Financial & Insurance Services
    Danvers, MA
Other Businesses

[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]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-19
S63 Uniform Securities Agent State Law Examination 2009-01-16
  • S66 Uniform Combined State Law Examination
    2013-12-19
  • S63 Uniform Securities Agent State Law Examination
    2009-01-16

View on SEC IAPD

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