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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 | 2019-10-03 |
| MA | RA | APPROVED | 2016-02-23 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-12-08 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 05/2012 | Present |
| Atlantic Planning Group Llc | Waltham | MA | 02/2011 | 09/2016 |
| Eagle Strategies Llc | Waltham | MA | 02/2016 | Present |
| Atlantic Planning Group Llc | Waltham | MA | 09/2016 | Present |
[Atlantic Planning Group, LLC DBA Atlantic Planning Group; Registered Investment Advisor-Financial Planning firms offering business & personal financial/insurance solutions.; 201 Jones Road, Suite 620 Waltham, MA 02451; Start Date 10/2016; Role/Title: Investment Advisor Representative; Investment Related; 1200 hours per month; 5 hours per month during securities trading hours] APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through Ash Brokerage, LLC. Brokerage Agency offering additional carriers to service clients & Prospects; 888 S. Harrison St. Suite 900, Fort Wayne, IN 46802; Start Date 12/2021; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-26 |
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