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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 03/2010 | Present |
| Nylife Securities Llc | Waltham | MA | 03/2010 | Present |
| Next Generation Wealth, Llc | Waltham | MA | 11/2016 | Present |
| Eagle Strategies Llc | Waltham | MA | 05/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 201 Jones Rd. 5th Floor Waltham MA 02451; Start Date 05/2013; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF NEXT GENERATION WEALTH, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WALTHAM, MA; START DATE: 11/2016] [Notary public; I am a notary public. I became a notary when I was a admin assistant several years ago.; 201 Jones Rd. 5th floor Waltham MA 0251; Start Date 01/2008; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, INC; Reinsuring the life insurance that I write with New York Life; 51 madison ave, New York, NY 10010; Start Date 07/2018; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [56 Magoun Street LLC; buy and sell real estate; investment related; 52 madison rd, waltham, Ma 02453; start date 6/2021; owner; 5 hours per month with one during securities] [M&S Payroll, LLC; This LLC is solely to provide payroll for our staff.; 201 Jones Road, 5th floor Waltham MA 02451; Start Date 11/2022; Role/Title: Partner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; administer LLC] [32 Kimball Beach Rd, LLC; Real Estate Investment; 32 Kimball Beach Rd, Hingham, MA 02043; Start Date 09/2022; Role/Title: Partner; Investment Related; 5 hours per month; 1 hours per month during securities trading hours; buying and selling real-estate] [55 Wyman Terrace Arlington LLC; Buying and Selling real-estate ; 52 Madison Road, Waltham, MA 02453; Start Date 06/2023; Role/Title: Partner; Investment Related; 5 hours per month; 1 hours per month during securities trading hours; Buying and selling real-estate][VMB Realty LLC (Dormant); buying and selling real-estate-dormant; 52 Madison Rd, Waltham MA 02453; Start Date 05/2015; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-20 |
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