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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-11-30 |
Branch Locations
8010 Via Sardinia Way Unit 315, Estero, FL 33928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Sunrise | FL | 04/2015 | Present |
| New York Life Ins Co | Sunrise | FL | 02/2015 | Present |
| Eagle Strategies Llc | Bonita Springs | FL | 11/2015 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 8010 Via Sardinia way # 315 Estero Florida 33928; Start Date 06/2022; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [The Residences of Coconut Point; Director on the Board of my HOA I will not hold the treasurers position and I will not be giving advice on any investments. I will just be member of the board.; 23159 Amigc Way Estero Fl 33928; Start Date 02/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; meet with the board monthly to represent and respond to community concerns and work with management company to execute the communities plans]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 2000-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-27 |
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