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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 | 2021-07-22 |
| MA | RA | APPROVED | 2009-04-06 |
Branch Locations
347 Washington St Suite 303, Dedham, MA 02026 • 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 | Waltham | MA | 10/1997 | Present |
| Nylife Securities Inc. | Waltham | MA | 12/1997 | Present |
| Eagle Strategies Llc | Waltham | MA | 03/2009 | Present |
| Macdonald Insurance And Financial Services | Waltham | MA | 02/2006 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Investment related] [MACDONALD INSURANCE AND FINANCIAL SERVICES; INVESTMENT RELATED BUSINESS; 800 SOUTH STREET SUITE 410 WALTHAM MA 02453; INSURANCE & FINANCIAL RELATED PRODUCT SALES; OWNER; FEBRUARY 2006 START DATE; 280 HOURS/MONTH; INSURANCE & FINANCIAL PLANNING SERVICES] [INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC] [Boston Junior Eagles; Assistant Hockey Coach; Boston Junior Eagles - PO Box 920538 Needham MA 02492; Start Date 09/2008; Role/Title: Volunteer; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours] [Boston Junior Terriers; Hockey Coach. I am a volunteer assistant coach for my kid's hockey teams; 5 Carver Circle Canton MA 02021; Start Date 09/2008; Role/Title: Assistant Coach; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-01 |
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