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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-24 |
Branch Locations
225 West Station Square Drive Suite 300, Pittsburgh, PA 15219 • 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 | Raleigh | NC | 05/2008 | Present |
| Nylife Securities, Llc | Raleigh | NC | 07/2008 | Present |
| Eagle Strategies Llc | Fairport | NY | 06/2013 | Present |
[Highmark Caring Foundation Purse Gala Board; Purse Gala Board Member. Serve on a board to help organize the annual event for charitable donations.; 620 Stanwix St, Pittsburgh, PA 15222; Start Date 06/2019; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Help to organize annual purse gala event, donations.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-02 |
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