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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-17 |
| NJ | RA | APPROVED | 2025-02-12 |
Branch Locations
121 Bell Ave, Hopatcong, NJ 07843 • United States
420 Lexington Avenue Floor 15, New York, NY 10170 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| New York Life | New York | NY | 06/2004 | Present |
| Nylife Securities Inc | New York | NY | 02/2005 | Present |
| Terry James & Associates, Llc | New York | NY | 04/2023 | Present |
| Eagle Strategies Llc | New York | NY | 02/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 420 LEXINGTON AVE, 15TH FLR. NEW YORK, NY 10170; Start Date 03/2023; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Terry James & Associates, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK, NY; START DATE: 04/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-10 |
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