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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
Branch Locations
10 New England Business Ctr Dr Suite 205, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Waltham | MA | 09/2008 | Present |
| Nylife Securities Llc | Waltham | MA | 01/2009 | Present |
| Retirement Financial Group, Inc. | Andover | MA | 05/2015 | 09/2019 |
| Eagle Strategies Llc | Andover | MA | 01/2026 | Present |
[LITTLE LEAGUE BOD; BOARD MEMBER; COMPENSATION: NONE] [BASKETBALL REFEREE; VOLUNTEER; COMPENSATION: NONE] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 10 NEW ENGLAND BUSINESS CENTER DRIVE, SUITE 205, ANDOVER, MA 01810; START DATE 05/2015; PARTNER; INVESTMENT RELATED; 12 HOURS PER MONTH; 12 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: COMMISSIONS]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-27 |
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