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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Waltham | MA | 12/2010 | Present |
| Nylife Securities Llc | Waltham | MA | 01/2011 | Present |
| Partnershield Insurance Strategies, Inc. | Waltham | MA | 02/2017 | 05/2018 |
| Burg Financial & Insurance Solutions | Waltham | MA | 08/2018 | Present |
| Eagle Strategies Llc | Waltham | MA | 12/2018 | Present |
[OPERATING UNDER THE DBA NAME OF BURG FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALTHAM, MA; START DATE: 08/2018] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 201 Jones Rd Waltham MA 02451; Start Date 09/2016; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Temple Israel of Natick; Executive Board member- VP of Religion and Israel Action- Oversee the committee to establish religious and Israel Action programing; 45 Hartford Street, Natick MA 01760; Start Date 03/2022; Role/Title: Officer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-11 |
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