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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 | 2021-08-10 |
| OH | RA | APPROVED | 2016-05-25 |
Branch Locations
5035 Mayfiled Road Suite 230, Lyndhurst, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Seven Hills | OH | 06/2004 | Present |
| Nylife Securities Inc | Seven Hills | OH | 08/2004 | Present |
| Eagle Strategies Llc | Seven Hills | OH | 05/2016 | Present |
| Precision Financial Solutions | Lyndhurst | OH | 11/2016 | Present |
BROKERAGE OF FIXED NON-NYL PRODUCTS. METHOD OF COMPENSATION WILL BE COMMISSIONS 2 HOURS DEVOTED PER MONTH [OPERATING UNDER THE DBA NAME OF PRECISION FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; LYNDHURST, OH; START DATE: 11/2016]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-28 |
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