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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-08 |
Branch Locations
100 Jericho Quadrangle Suite 325, Jericho, NY 11753 • 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 Co | Melville | NY | 05/1997 | Present |
| Nylife Securities Inc. | Melville | NY | 06/1997 | Present |
| Summit Wealth Solutions & Insurance Services | Melville | NY | 08/2018 | Present |
| Eagle Strategies Llc | Jericho | NY | 05/2023 | Present |
[BROKERS GROUP HEALTH,LIFE, FIXED ANNUITIES & DISABILITY PRODUCTS. ] [BROKERING NON-REGISTERED PRODUCTS WITH OUTSIDE CARRIERS] [BROKER OF PROPERTY AND CASUALTY PRODUCTS WITH OUTSIDE CARRIERS.] [MFG CONSULTING GROUP; C CORPORATION, DORMANT ENTITY; 267 WHITE HALL ROAD SOUTH, GARDEN CITY, NEW YORK 11530; 0 HOURS PER MONTH; BUSINESS OWNER.] [OPERATING UNDER THE DBA NAME OF SUMMIT WEALTH SOLUTIONS & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MELVILLE, NY; START DATE: 08/2018] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave, New York, NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-26 |
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