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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-07 |
| MA | RA | APPROVED | 2023-04-07 |
| RI | RA | APPROVED | 2023-03-13 |
Branch Locations
254 Robinson Street Suite 201A, Wakefield, RI 02879 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 01/2003 | Present |
| Eagle Strategies Llc | Wakefield | RI | 03/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; LIFE BROKERAGE BUSINESS; 10 ORMS ST. PROVIDENCE, RI 02904; INSURANCE AGENT; COMMISSIONS;LIFE INSURANCE AND ANNUITY SALES]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-21 |
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