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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 | 2021-11-09 |
| NY | RA | APPROVED | 2021-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Comp. | Dewitt | NY | 11/2006 | Present |
| Nylife Securities, Inc | Dewitt | NY | 11/2006 | Present |
| Eagle Strategies Llc | Dewitt | NY | 11/2010 | Present |
| Crystal Clear Financial Group Llc | Dewitt | NY | 07/2019 | Present |
| Draggoo Financial Group | Dewitt | NY | 10/2022 | 09/2024 |
| Medicare Aligned, Llc | Dewitt | NY | 05/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 5788 Widewaters Parkway Dewitt, NY 13214; Start Date 07/2019; Role/Title: President; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; DEWITT, NY; START DATE: 07/2019] [CNY Estate planning council; Meet monthly and put on community programs; 431 E Lafayette St Syracuse, NY 13202; Start Date 10/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; officer- charge of getting speakers for events and meetings] [Money Matters; self help book; 6135 Thunderhead lane Jamesville , Ny 13078; Start Date 01/2025; Role/Title: author; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Medicare Aligned, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Associate; DEWITT NY; START DATE: 05/2026][Medicare Aligned LLC; Medicare Advantage and supplements; 2 Watertree drive East Syracuse, NY 13057; Start Date 04/2026; Role/Title: Partner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-20 |
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