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201 Jones Road Suite 620, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2010-12-13 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2008-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Waltham | MA | 03/2008 | Present |
| Nyl Securities Llc | Waltham | MA | 05/2008 | Present |
| Eagle Strategies Llc | Waltham | MA | 09/2008 | Present |
| Atlantic Planning Group Llc | Waltham | MA | 12/2010 | Present |
[ATLANTIC PLANNING GROUP LLC; INVESTMENT RELATED BUSINESS; 201 JONES ROAD SUITE 620 WALTHAM MA 02451; INVESTMENT PLANNING; IAR OF REGISTERED INVESTMENT ADVISOR; START DATE DECEMBER 2010; 20 HOURS PER MONTH; PREPARE FINANCIAL PLANS, PROVIDE FINANCIAL & INVESTMENT ADVICE FOR CLIENTS, PRESENT & MONITOR FOR CLIENTS] [OPERATING UNDER THE DBA NAME OF ATLANTIC PLANNING GROUP LLC FOR THE PURPOSE OF FINANCIAL PLANNING, SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INDEPENDENT CONTRACTOR; 201 JONES RD STE 620 WALTHAM MA 02451] Registered Representative of NYLife Securities, LLC Investment Advisor Representative of Eagle Strategies, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-26 |
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