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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
| NJ | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Edison | NJ | 09/2020 | Present |
| New York Life Insurance Co | Edison | NJ | 05/2020 | Present |
| Self | Franklin Park | NJ | 01/2019 | 05/2020 |
| Absolute Insurance Agent | Lodi | NJ | 07/2013 | 07/2019 |
| Ponce & Associates Llc | Franklin Park | NJ | 05/2024 | Present |
| Eagle Strategies Llc | Edison | NJ | 11/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 1 Wyckoff Place Franklin Park, NJ 08823; start 11/2009; commissions; 40 hours per month, 25 hours during securities trading hours; insurance related] [Ponce & Associates LLC; expense payments for insurance business; investment related start date 01/2024; 1 Wyckoff Place Franklin Park, NJ 08823; 10 hours per month and during securities hours; manage business] [OPERATING UNDER THE DBA NAME OF PONCE & ASSOCIATES LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (FRANKLIN PARK, NJ); START DATE: 05/2024][Carlyle private equity funds; private equity funds; 1001 Pennsylvania Avenue Washington, DC 20004; Start Date 06/2016; Role/Title: Passive investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Sanctuary & Seed; Ecological Education, Regenerative Gardens, Retreat and Worship space for clergy & churches; 1600 Washington Valley Road. Martinsville, NJ 08836; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; community partnerships - will help with documentation for 501(c)3 status]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
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