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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-03-28 |
| NY | RA | APPROVED | 2024-03-28 |
Branch Locations
17 Victor Drive, Ridgefield, CT 06877 • United States
44 South Broadway Suite 1801, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | San Francisco | CA | 10/2001 | Present |
| Nylife Securities | San Francisco | CA | 06/2003 | Present |
| Eagle Strategies Llc | White Plains | NY | 03/2024 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 17 Victor Dr Ridgefield CT 06877; Start Date 12/2020; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-02-06 |
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