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South Salem, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Msi Financial Services | Elmsford | NY | 05/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Elmsford | NY | 07/2016 | 03/2019 |
| Mml Investors Services, Llc | Stamford | CT | 03/2017 | 03/2019 |
| Lpl Financial, Llc | Harrison | NY | 03/2019 | 11/2020 |
| Independent Advisor Alliance, Llc | Bedford | NY | 04/2019 | 11/2020 |
| Pruco Securities, Llc. | White Plains | CT | 11/2020 | 11/2022 |
| Prudential Insurance Company Of America | White Plains | CT | 11/2020 | 11/2022 |
| Principal Life Insurance Company | Melville | NY | 09/2023 | 11/2023 |
| Principal Securities, Inc | Melville | NY | 09/2023 | 11/2023 |
| Westchester Wealth Management, Llc | Peekskill | NY | 01/2020 | 05/2025 |
| Equity Services Inc | Montpelier | VT | 05/2025 | Present |
| National Life Group | New York | NY | 04/2025 | Present |
1) Westchester Wealth Management LLC - CEO - start date 01/2020 - at reported business location - IAR, Inv Related RA business, 120 hrs/mo: 80 hrs/mo (during security trading hours) 2) D'Agnese Insurance Agency LLC - CEO - start date - 05/2024 - at reported business location - DBA for Non-Variable Fixed Lines of Insurance - Non Inv Related - licensed agent/broker for life, disability, property & casualty, health, etc. 40hrs/mo: 10 hrs/month (during security trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-18 |
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