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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 | 2025-09-18 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
1601 Kings Highway, Floor 2, Brooklyn, NY 11229 • United States
351 Pleasant Street Suite D, Northampton, MA 01060 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Brooklyn | NY | 10/2017 | Present |
| New York Life Insurance Company | Brooklyn | NY | 08/2017 | Present |
| Next Door Realty | Brooklyn | NY | 07/2017 | 10/2017 |
| Summit Assets | New York | NY | 06/2014 | 08/2017 |
| Eagle Stategies Llc | Brooklyn | NY | 08/2019 | Present |
| Ostberg & Associates Financial Services And Insurance, Llc | Northampton | MA | 01/2026 | Present |
| Levi Fs, Llc D/B/A Fidara Financial | Brooklyn | NY | 03/2026 | Present |
[rental property; 2141 N 54th Ave. Hollywood, Florida 33021; Start Date 11/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; owner-collect rent][Levi FS LLC; pay expenses via entity ; 2726 East 64th Street Brooklyn, NY 11234; Start Date 09/2025; Role/Title: Owner; Investment Related; 40 hours per month; 30 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 351 Pleasant Street Northampton, MA 01060; Start Date 09/2025; Role/Title: Insurance Broker; Investment Related; 35 hours per month; 25 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Ostberg & Associates Financial Services and Insurance, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; Northampton MA; START DATE: 01/2026] [OPERATING UNDER THE DBA NAME OF LEVI FS, LLC D/B/A Fidara Financial FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Owner; BROOKLYN, NY; START DATE: 03/2026] [P&C Sales; appointed with outside carriers for the purpose of brokering Property and Casualty products; 1601 Kings Highway, 2nd Floor, Brooklyn, NY 11229; Start Date 08/2026; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-16 |
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