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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2021-12-17 |
| VT | RA | APPROVED | 2020-04-16 |
| PA | RA | APPROVED | 2014-01-03 |
Branch Locations
1 disclosure category 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 Insurance Co | Bala Cynwyd | PA | 10/2006 | Present |
| Nylife Securities | Bala Cyncyd | PA | 02/2007 | Present |
| Eagle Strategies Llc | Bala Cynwyd | PA | 01/2014 | Present |
| Mason Financial Group | Manchester | NH | 11/2015 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance poroducts; 1155 elm st 8th floor manchester, nh 03801; Start Date 09/2015; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [OPERATING IN THE STATE OF CALIFORNIA UNDER THE DBA NAME OF MASON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MANCHESTER, NH; START DATE: 11/2015] [MFG Properties LLC; MFG Properties LLC is being formed to own two office condos, will lease one unit to self and another tenant TBD.; 1 park ave units 1-1 & 1-2 hampton nh 03842; Start Date 04/2018; Role/Title: Partner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [One Park Ave Condo Association; This is the condo association where my office is located. I am to be the VP of the association. we work with property manager on all things related to the maintenance and management of the finances.; 1 park ave hampton nh 03842; Start Date 11/2020; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-09 |
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