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350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-03 |
Branch Locations
350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Rye | NY | 10/2003 | 02/2025 |
| Nylife Securities Llc | Rye | NY | 01/2004 | 02/2025 |
| Eagle Strategies Llc | Rye | NY | 04/2007 | 02/2025 |
| Stormont Financial Strategies | Brooklyn | NY | 10/2008 | 01/2024 |
| Stormont Financial Strategies Llc | Brooklyn | NY | 01/2024 | Present |
| Cornerstone Planning Group, Llc | Fairfield | NJ | 02/2025 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS; DBA STORMONT FINANCIAL STRATEGIES, [193 Kane St Owners Corp ; officer; president; non investment related; start date 12/.2004] [DBA STORMONT FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES, (OWNER), 01/2024] [MDRT Community Leader; Volunteer Community Leader for MDRT; 325 W Touhy Avenue, Park Ridge, IL 60068; Start Date 10/2021; Role/Title: Volunteer; Investment Related; 3 hours per month; 1 hours per month during securities trading hours;Communications Liaison for MDRT educational information] [Provisors; Provisors is a professional networking group.; 15165 Ventura Blvd, Sherman Oak, CA 91403; Start Date 05/2023; Role/Title: Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-27 |
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