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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-07-01 |
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 |
|---|---|---|---|---|
| United States Anesthesia Partners | Rockville | MD | 04/2004 | 05/2019 |
| Unemployed | Bethesda | MD | 06/2019 | 07/2019 |
| Nylife Securities Llc | Bethesda | MD | 01/2020 | Present |
| New York Life Com | Bethesda | MD | 07/2019 | Present |
| Bluepoint Financial, Llc | Bethesda | MD | 02/2022 | Present |
| Eagle Strategies Llc | Bethesda | MD | 07/2022 | Present |
[Capo LLC; Italian deli; 715 Florida Ave, Washington, DC; Start Date 04/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor [OPERATING UNDER THE DBA NAME OF BLUEPOINT FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BETHESDA, MD; START DATE: 02/2022] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 6901 Rockledge Dr., Ste # 710, Bethesda, MD 20817; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 2 hours per month during securities trading hours; Disability and Life Insurance]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 2006-11-24 |
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