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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-17 |
| MA | RA | APPROVED | 2012-07-10 |
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 | Waltham | MA | 04/2006 | Present |
| Nylife Securities Llc | Waltham | MA | 07/2006 | Present |
| Eagle Strategies Llc | Waltham | MA | 06/2012 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products. Brokering through The Marcus Agency; 201 Jones Rd., Waltham, MA 02451; Start Date 07/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2001-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-10 |
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