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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-02-01 |
| TX | RA | APPROVED | 2014-01-13 |
| CA | RA | APPROVED | 2013-08-20 |
Branch Locations
201 Jones Road 5Th Floor, Waltham, MA 02451 • United States
4365 Executive Drive Suite 800, San Diego, CA 92121 • United States
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 | Canton | MA | 04/1997 | Present |
| Nylife Securities Llc | San Diego | CA | 05/1997 | 03/2021 |
| Stockton Financial And Insurance Services | Canton | MA | 06/2006 | Present |
| Eagle Strategies Llc | San Diego | CA | 08/2013 | 03/2021 |
| Eagle Strategies Llc | Canton | MA | 03/2021 | Present |
| Nylife Securities Llc | Canton | MA | 03/2021 | Present |
[DBA- 'STOCKTON FINANCIAL AND INSURANCE SERVICES' UNDER WHICH SHE WILL CONDUCT ALL OF HER BUSINESS, INCLUDING BROKERING OF NON-REGISTERED NON-NYL INSURANCE PRODUCTS; 24 Elm Street Canton MA 02021; SOLE OWNER; 40 HRS PER WEEK TO THE ACTIVITY; INVESTMENT RELATED] [Ohio Street Condo; Rental Property Condo rental; 3959 Ohio Street #216 San Diego, CA 92014; Start Date 02/2021; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; pay the bills, mortgage, and HOA fees]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-16 |
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