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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-17 |
| FL | RA | APPROVED | 2023-06-15 |
Branch Locations
Maitland Promenade Ii Building 495 North Keller Road, Suite 150, Maitland, FL 32751 • United States
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 Company | Vienna | VA | 08/2007 | Present |
| Nylife Securities Llc | Vienna | VA | 09/2007 | Present |
| Eagle Strategies Llc | Vienna | VA | 08/2010 | Present |
[CALMM Holdings LLC; investing in real estate; owner; 2218 Soaring Eagle Pl, Lake Mary Fl, 32746; Start Date 10/2025; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-14 |
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