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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 | 2021-01-21 |
| MA | RA | APPROVED | 2011-10-04 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-02-22 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Planning Group | Waltham | MA | 09/2003 | 06/2018 |
| New York Life Ins | Waltham | MA | 02/2004 | Present |
| Nylife Securities | Boston | MA | 03/2004 | Present |
| Eagle Strategies Llc | Waltham | MA | 09/2011 | Present |
| Atlantic Planning Group | Waltham | MA | 01/2019 | Present |
[OPERATING UNDER THE DBA NAME OF ATLANTIC PLANNING GROUP, LLC D/B/A ATLANTIC PLANNING GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WALTHAM, MA; START DATE: 01/2019] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 201 Jones Rd Suite 620 Waltham MA 02451; Start Date 01/2023; Role/Title: Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [Networking Group USA (NGU); Networking group/service; 15 Thompson St, Halifax, MA 02338; Start Date 07/2019; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-15 |
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