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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 | 2024-10-17 |
| VA | RA | APPROVED | 2010-10-13 |
Branch Locations
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Vienna | VA | 07/2003 | Present |
| Nylife Securities Llc. | Vienna | VA | 11/2003 | Present |
| Bh Financial Services Inc. | Vienna | VA | 08/2008 | Present |
| B & H Financial Services Inc. D/B/A Beaini Financial Solutions | Vienna | VA | 08/2010 | Present |
| Eagle Strategies Llc | Vienna | VA | 10/2010 | Present |
| B & H Financial Services Inc. D/B/A Bfs Benefits | Vienna | VA | 07/2017 | Present |
| Blueprint For Financial Success | Vienna | VA | 07/2025 | Present |
[APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF NON-NYL, NON-REGISTERED INSURANCE SALES. OPERATING UNDER THE DBA NAME OF B & H FINANCIAL SERVICES INC. D/B/A BFS BENEFITS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE 07/2017 ; INVESTMENT RELATED] [OPERATING UNDER THE DBA NAME OF B & H FINANCIAL SERVICES INC. DBA BEAINI FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; VIENNA, VA; START DATE: 8/2010] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 10/2015; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Beaini Ventures LLC - Dormant; Buying rental properties in the future. Nothing planned yet; 13361 Point Rider Lane Herndon VA 20171; Start Date 07/2021; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Blueprint for Financial Success FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; VIENNA, VA; START DATE: 7/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-22 |
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