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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-09-20 |
Branch Locations
5035 Mayfield 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 Co | Seven Hhills | OH | 07/2004 | Present |
| Nylife Securities | Seven Hills | OH | 09/2004 | Present |
| Precision Financial Solutions | Lyndhurst | OH | 11/2016 | Present |
| Eagle Strategies Llc | Lyndhurst | OH | 09/2017 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 5035 Mayfield Rd Suite 230 Lyndhurst Oh 44124; Start Date 10/2016; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 3 hours per month during securities trading hours] [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 | 2017-09-14 |
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