Simon John Ellis

Current Employers

Employment History

• 09/2007 → Present
  New York Life Insurance Comp.
  Waltham, MA
• 10/2007 → Present
  Nylife Securities, Llc
  Waltham, MA
• 09/2021 → Present
  Eagle Strategies Llc
  Marlborough, MA
• 04/2022 → Present
  Bright Future Financial, Llc D/B/A Bright Future Financial
  Leominster, MA

Other Businesses

[Brookfield Partners; Insurance brokering direct with carrier and with a general agency; 616 Hosmer St, Marlborough, MA 01752; Start Date 07/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 616 Hosmer St, Marlborough, MA 01752; Start Date 07/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Marlboro Youth Soccer; Town soccer coaching for school age children.; P.O. Box 504 Marlborough, MA 01752; Start Date 05/2021; Role/Title: Volunteer; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours] [Jack-Fans Against Cancer - Act Now; son's Go Fund Me page; 616 Hosmer St, Marlborough, MA 01752; Start Date 10/2017; Role/Title: Page/Content Manager.; Not Investment Related; 0.5 hours per month; 0 hours per month during securities trading hours;My role is page content manager/administrator: Responsible for posting updates on my son's condition and general wellbeing. Also to communicate notes of gratitude to well-wishers supporters and followers] [OPERATING UNDER THE DBA NAME OF BRIGHT FUTURE FINANCIAL, LLC D/B/A BRIGHT FUTURE FINANCIALFOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; LEOMINSTER, MA; START DATE: 04/2022]

Exams

• S66 Uniform Combined State Law Examination
  2021-09-03
• S63 Uniform Securities Agent State Law Examination
  2008-01-31