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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 06/2015 | Present |
| New York Life Insurance Co | Waltham | MA | 06/2015 | Present |
| Eagle Strategies Llc | Waltham | MA | 04/2021 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 201 Jones Rd 5th Floor Waltham, MA 02451; Start Date 11/2018; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [Family Promise Metrowest; Nonprofit that transforms the lives of families with children who are homeless by mobilizing a diverse community to provide shelter, education and comprehensive support.; 6 Mulligan St Natick MA 01760; Start Date 11/2018; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; I will be volunteering during fundraising events] [BNI Ultimate Success; Networking Group; 1212 Hancock St. Suite 200 Quincy MA 02169; Start Date 10/2023; Role/Title: Treasurer; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; recordkeeping-record receipts, track expenses/donations, maintain records of member renewal and monthly room dues payments, and manager weekly speaker rotation]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-21 |
| S66 | Uniform Combined State Law Examination | 2003-12-02 |
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