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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| MA | RA | APPROVED | 2019-04-01 |
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 Company | Waltham | MA | 10/2007 | Present |
| Nylife Securities Llc | Waltham | MA | 12/2007 | Present |
| Polito Financial And Insurance | Waltham | MA | 09/2014 | Present |
| Eagle Strategies Llc | Waltham | MA | 03/2019 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 201 JONES ROAD, 5TH FLOOR, WALTHAM, MA 02451; START DATE: 08/2011; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 4 HOURS PER MONTH] [P&C BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 201 JONES ROAD, 5TH FLOOR, WALTHAM, MA 02451; START DATE: 01/2012; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 8 HOURS PER MONTH] [CHARLES RIVER CHAPTER OF DUCKS UNLIMITED; HUNTING CLUB; 800 SOUTH ST, WALTHAM, MA; START DATE: 02/2012; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 30 MINUTES WITH NO TIME DEVOTED DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF POLITO FINANCIAL AND INSURANCE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALTHAM, MA; START DATE: 09/2014] [Town of Dedham Board of Assessors; annually make a fair cash valuation of all property, both real and personal, within the town, and it shall have all of the powers and duties which are given to Boards of Assessors under the constitution and the General Laws; 450 Washington Street Dedham Ma; Start Date 05/2021; Role/Title: Board Member; Investment Related; 5 hours per month; 2 hours per month during securities trading hours] [Norfolk Golf Club - Board of Governors; Serving on the Board of Governors of a private, membership based golf course.; 166 East Street, Westwood, MA 02090; Start Date 11/2023; Role/Title: Director; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-10 |
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