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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-11-17 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| New York Life Insurance, Co. | Waltham | MA | 01/2002 | Present |
| Damon Financial, Llc | Westborough | MA | 03/2013 | Present |
| Eagle Strategies Llc | Medway | MA | 10/2016 | Present |
| Nylife Securities Llc | Medway | MA | 08/2014 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;45 Milford St, Ste 3, Medway, MA 02053; Start Date 04/2012; Role/Title: Insurance Broker; Investment Related; 80 hours per month; 32.5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF DAMON FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; 45 MILFORD ST, STE 3, MEDWAY, MA 02053; INVESTMENT RELATED; OWNER; MEDWAY, MA; START DATE: 03/2013] [Damon Realty Trust LLC; Florida rental Property - vacation rental in reunion Florida. weekly/monthly rental of properties. A full-time property manger will be on both properties. 1009 castle pines court reunion florida 34774+ 7944 jacks club drive reunion florida 34774; 45 Milford Street Ste 3 Medway MA 02053; Start Date 11/2021; Role/Title: Owner; Investment Related; 6 hours per month; 1 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-07 |
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