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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 | 2022-10-14 |
| NY | RA | APPROVED | 2021-08-03 |
| PA | RA | APPROVED | 2016-03-30 |
Branch Locations
New York Life Insurance 1 Old Main St, Trumansburg, NY 14886 • United States
737 Addison Road, Painted Post, NY 14870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Fairport | NY | 02/2016 | Present |
| New York Life Insurance Company | Fairport | NY | 01/2016 | Present |
| Village Of Trumansburg | Trumansburg | NY | 04/2007 | Present |
| Eagle Strategies Llc | Trumansburg | NY | 03/2016 | Present |
| H&H Financial Group | Trumansburg | NY | 03/2016 | Present |
[Wingman Tactical, LLC; 90 E. Main Street, Trumansburg, NY; started 05/01/2014; work 4 hours/month; as a business owner for firearms sales & repair, during non-trading hours] [Village of Trumansburg - Mayor; Municipality; 56 E Main St., Trumansburg, NY 14886; Start Date 04/2007; Role/Title: Board Member; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; responsible for oversight of all Village Departments and functions.] [OPERATING UNDER THE DBA NAME OF H&H FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; TRUMANSBURG, NY; START DATE: 03/2016] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;5 Washington St., Trumansburg, NY 14886; Start Date 08/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [NINETY EAST, LLC; Rental property held in legal entity, with myself and my wife as the only entity owners.; 90 E MAIN ST., TRUMANSBURG, NY 14886; Start Date 01/2021; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [H SQUARED PARTNERS, LLC; Commercial rental property ownership.; 1 W. Old Main St., Trumansburg, NY 14886; Start Date 01/2024; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-09 |
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