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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2003-03-04 |
Branch Locations
1 disclosure category 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 Company | Bethesda | MD | 12/2002 | Present |
| Nylife Securities Inc | Bethesda | MD | 12/2002 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; 10901 Tompkins Way Woodstock, MD 21163; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [CURED/18th & 21st, LLC; Restaurant; 10980 GrantChester Way Columbia, MD 21044; Start Date 01/2018; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Gilchrist Hospice Care Inc; Hospice care faciilty; 11311 Mccormick Road Suite 350 Hunt Valley, MD 21031; Start Date 04/2021; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 1 hours per month during securities trading hours; Volunteer at the facility (baking cookies, etc.). volunteer at the annual fundraising events] [Rental property- Ocean City, MD ; Capri condo rental. Beach rental property; 11000 coastal hwy #2017. Ocean City, MD 21842; Start Date 02/2024; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-11 |
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