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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-04-13 |
| RI | RA | APPROVED | 2021-04-07 |
Branch Locations
1301 Atwood Avenue Suite 306N, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Waltham | MA | 02/2004 | Present |
| Nylife Securities Inc | Waltham | MA | 03/2004 | Present |
| Eagle Strategies Llc | Johnston | RI | 04/2021 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; start date 04/2016;investment related; insurance broker] [La Salle Academy High School; High School soccer coach at La Salle Academy high school.; 612 Academy Avenue, Providence, RI 02908; Start Date 09/2018; Role/Title: coach; Not Investment Related; 24 hours per month; 0 hours per month during securities trading hours; Coach soccer after school hours during the high school soccer season September to November] [Portugese Social Club; volunteer; non investment related; start date 2 hours per month; start date 04/2004]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-15 |
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