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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 | 2021-06-18 |
| MA | RA | APPROVED | 2018-04-10 |
Branch Locations
65 South Street Suite 108, Hopkinton, MA 01748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Boston | MA | 11/1999 | Present |
| Next Generation Wealth, Llc | Hopkinton | MA | 01/2012 | Present |
| Nylife Securities Llc | Westborough | MA | 11/1999 | Present |
| Eagle Strategies Llc | Westborough | MA | 04/2018 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.] [OPERATING UNDER THE DBA NAME OF NEXT GENERATION WEALTH, LLC . FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; 160 HOURS WILL BE DEVOTED MONTHLY DURING SECURITY TRADING HOURS; 1700 WEST PARK DRIVE, SUITE 250, HOPKINTON, MA 01581-1786; START DATE: 01/2012]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-05 |
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