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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-11-18 |
Branch Locations
M Y Core Financials Llc 1864 Center Street, Suite 3A, Boston, MA 02132 • 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 | Waltham | MA | 03/2011 | Present |
| Nylife Securities Llc | Waltham | MA | 04/2011 | Present |
| Eagle Strategies Llc | Waltham | MA | 11/2013 | Present |
| M.Y. Core Financials, Llc | Boston | MA | 09/2022 | Present |
[COMMUNITY CONSULTING TEAMS OF BOSTON; START DATE 11/2013; VOLUNTEER; PROVIDES CONSULTING SERVICES TO LOCAL NON PROFIT;16 HOURS PER MONTH NONE DURING SEC HRS; NON INVESTMENT RELATED] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1864 Centre St, West Roxbury, MA 02132; Start Date 02/2021; Role/Title: Owner; Investment Related; 40 hours per month; 32.5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF M.Y. CORE FINANCIALS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER ; BOSTON, MA; START DATE: 09/2022]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-23 |
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