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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-19 |
| CT | RA | APPROVED | 2013-12-02 |
Branch Locations
750 Old Main Street Suite 304, Rocky Hill, CT 06067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Windsor | CT | 02/2003 | Present |
| Nylife Securities Llc | Windsor | CT | 04/2003 | Present |
| Eagle Strategies Llc | Winsor | CT | 12/2013 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [Shoneck & Morris, LLC; Payment of Rent and other office expenses. Payroll for staff members. Cost Sharing for mutually held office.; 750 Old Main St, Suite 304, Rocky Hill, CT 06067; Start Date 01/2023; Role/Title: Owner; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Rental Property; Academic and Summer Rentals of a home/cottage in Westbrook, CT. Rental Property, 3 Mels Rd - Westbrook, CT; 3 Mels Rd, Westbrook, CT 06498; Start Date 11/2023; Role/Title: Spouse; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-10 |
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