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350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
Branch Locations
297 Passaic Avenue Suite 2, Fairfeild, NJ 07004 • United States
350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Saddlebrook | NJ | 06/2015 | 05/2020 |
| New York Life Insurance Company | Saddlebrook | NJ | 05/2015 | 05/2020 |
| Eagle Strategies Llc | Fairfield | NJ | 07/2015 | 05/2020 |
| Cornerstone Planning Group, Llc | Fairfield | NJ | 09/2015 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 297 Passaic Ave. Unit 2 Fairfield, NJ 07004; Start Date 02/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-02 |
| S66 | Uniform Combined State Law Examination | 2006-08-29 |
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