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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2010-10-14 |
Branch Locations
5 Washington Square First Floor, Albany, NY 12205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Lathem | NY | 09/1999 | Present |
| 21St Century Retirement Planning Group | Latham | NY | 08/2007 | Present |
| Eagle Strategies Llc | Latham | NY | 03/2007 | Present |
| The Di Bella Financial Group, Llc | Albany | NY | 06/2005 | Present |
| Nylife Securites Llc | Latham | NY | 09/1999 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Start Date: 10/2007; Role/Title: Insurance Broker; Investment related] [DBA THE DI BELLA FINANCIAL GROUP, LLC ] [NYLARC Holding Co., Inc.; reinsurance the life insurance that I write with NYL; NYL 51 Madison Ave., Room 251, NY, NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [The Bus Stop Club; Provides support to children with a sick sibling; c/o NYL 51 Madison Ave., Room 251, NY, NY 10010; Start Date 09/2009; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [CTO Real Estate LLC; LLC purchased commercial office building(owner occupied). Partnership w/ Patricia Shevy who is an attorney and client, and Paul Hogan he is not a client. We want to create an LLC as 25/25/50% members.; 7 Executive Centre Dr., Albany NY 12203; Start Date 09/2019; Role/Title: Partner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [East Greenbush Central School District - Columbia High School; I am an assistant Varsity coach for the girls V lacrosse team at Columbia High School. This is a paid position. Approximate salary $4,000 ; 962 Luther Road, East Greenbush NY 12061; Start Date 03/2024; Role/Title: Employee; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours; I will be an assistant coach for the team. It is only for the spring season that lasts approximately 8 weeks]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
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