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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-01-15
  • MA RA
    APPROVED
    Since 2013-01-15

Branch Locations

201 Jones Road 5Th Floor, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Ins Waltham MA 01/2003 Present
Nylife Securities Boston MA 01/2004 Present
Eagle Strategies Llc Boston MA 12/2012 Present
Jw Insurance & Financial Services Waltham MA 09/2014 Present
  • 01/2003 → Present
    New York Life Ins
    Waltham, MA
  • 01/2004 → Present
    Nylife Securities
    Boston, MA
  • 12/2012 → Present
    Boston, MA
  • 09/2014 → Present
    Jw Insurance & Financial Services
    Waltham, MA
Other Businesses

[INSURANCE BROKERING; FOR MY CLIENT'S COMPANY'S GROUP BENEFIT, AND SOMETIMES FIXED LIFE INSURANCE, DI AND LONG TERM CARE.; 160 SPEEN STREET, FRAMINGHAM, MA 01701; START DATE 03/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 3 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF JW INSURANCE & FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALTHAM, MA; START DATE: 09/2014] [Rental Property; I have one condo in Boston and become a rental property for me; 27 Clark Lane, Waltham MA 02451; Start Date 09/2014; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Nylarc Holding Company, INC; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave, New York Life, NY 10010; Start Date 10/2010; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Rental Property - 120 University ave, unit 2308; I have one condo in Westwood and become a rental property for me; 120 University ave, unit 2308, westwood MA 02090; Start Date 01/2020; Role/Title: Owner; Investment Related; 3 hours per month; 1 hours per month during securities trading hours; clean rental] [Rental Property - 519 31st st; Seasonal rental home. Possible Air BnB for outside people; 519 31st st, west palm beach FL; Start Date 01/2023; Role/Title: Owner; Investment Related; 10 hours per month; 1 hours per month during securities trading hours; collect rent] [Rental Property - 205 Maverick St, Unit 306; rental property ; 205 Maverick St, Unit 306, East Boston MA 02128; Start Date 02/2023; Role/Title: Owner; Investment Related; 10 hours per month; 1 hours per month during securities trading hours; collect rent][US Energy Development Corporation; oil drilling operation and production company; 591 Delaware Ave, Buffalo, NY 14202 ; Start Date 12/2024; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-31
  • S66 Uniform Combined State Law Examination
    2003-10-31

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