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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2023-11-02 |
| MA | RA | APPROVED | 2008-02-01 |
Branch Locations
New York Life 640 George Washington Highway, Suite 103 Unit 4, RI 02865 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 09/2002 | Present |
| Nylife Securities Llc | Waltham | MA | 03/2003 | Present |
| Eagle Strategies Llc | Waltham | MA | 01/2008 | Present |
| Lbc Financial Group, Llc | Lincoln | RI | 02/2019 | Present |
INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES [INSURANCE BROKERING; NON-INVESTMENT RELATED; BROKERING NON NYL PRODUCTS; 36 CUTLER ST #3, WINTHROP MA 02152; MARCH 2009 START DATE; 20 HOURS PER MONTH; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS] [OPERATING UNDER THE DBA NAME OF LBC FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LINCOLN, RI; START DATE: 02/2019]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-06 |
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