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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-08-23 |
| MD | RA | APPROVED | 2012-06-14 |
Branch Locations
6901 Rockledge Drive Suite 710, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bethesda | MD | 03/2004 | Present |
| Nylife Securities Inc. | Bethesda | MD | 04/2004 | Present |
| Hfg Property & Casualty | Bethesda | MD | 02/2011 | Present |
| Eagle Strategies Llc | Bethesda | MD | 06/2012 | Present |
| Bluepoint Financial, Llc | Bethesda | MD | 05/2013 | Present |
| Ap Benefit Advisors, Llc | Bethesda | MD | 06/2018 | Present |
[APPOINTED WITH VARIOUS COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS;INSURANCE BROKER; INVESTMENT RELATED;START DATE 04/2007; 6901 ROCKLEDGE DRIVE STE 500 BETHESDA MD 20817] [HFG PROPERTY AND CASUALTY; DBA for Property and Casualty Sales; investment related; start date 02/2011] [OPERATING UNDER THE DBA NAME OF BLUEPOINT FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 6901 ROCKLEDGE DRIVE STE 500 BETHESDA MD 20817; START DATE: 05/2013] [OPERATING UNDER THE DBA NAME OF AP BENEFIT ADVISORS, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BETHESDA, MD; START DATE: 06/2018] [AP Benefit Advisors LLC; Sale and service of group, health, and disability insurance; 6901 Rockledge Dr Bethesda MD; Start Date 07/2018; Role/Title: Employee; Investment Related; 70 hours per month; 60 hours per month during securities trading hours; Prospecting and selling group, health and disability insurance] [Dolphin Holdco LP; small amount of stock in the company that purchased our group benefits business last month; Lake Mary Florida; Start Date 09/2018; Role/Title: Employee; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc; Re insuring the life insurance that i write with NYL; 51 Madison Ave NY NY 10010; Start Date 01/2016; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [VisionBank; community bank; 8300 Greensboro Dr Ste LI #200 McLean VA 22102; Start Date 04/2019; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [H&H Real Estate Investments, LLC; buying small properties in Pennsylvania and renting them.; 9212 Pinkney Ct Potomac, MD 20854; Start Date 10/2021; Role/Title: Partner; Investment Related; 15 hours per month; 5 hours per month during securities trading hours; I will be handling the admin][Papas Pops LLC; Popcorn company; 205 East 42nd st 15th Floor NY, NY 10017; Start Date 11/2018; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-23 |
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