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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2022-09-19 |
Branch Locations
379 Thornall Street 8Th Floor, Edison, NJ 08837 • 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 | Edison | NJ | 06/2012 | Present |
| Nylife Securities Llc | Edison | NJ | 12/2012 | Present |
| Eagle Strategies Llc | Edison | NJ | 10/2014 | Present |
| Dgp Financial, Llc | Edison | NJ | 06/2018 | Present |
[OPERATING UNDER THE DBA NAME OF DGP FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; EDISON, NJ; START DATE: 06/2018]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-30 |
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