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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Melville | NY | 07/2014 | Present |
| New York Life Insurance Company | Melville | NY | 07/2011 | Present |
| Premier Asset Solutions Inc. | Melville | NY | 11/2017 | Present |
| Eagle Strategies Llc | Melville | NY | 08/2022 | Present |
| Ocampo Financial Strategies, Llc | Melville | NY | 02/2023 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; 65 Madison Avenue, Suite 200, Morristown, NJ 07960 | P.O. Box 1940; Start Date 02/2020; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PREMIER ASSET SOLUTIONS INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; MELVILLE, NY; START DATE: 11/2017] [OPERATING UNDER THE DBA NAME OF OCAMPO FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (MELVILLE NY); START DATE: 02/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-06 |
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