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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 01/2012 | Present |
| New York Life Insurance Co | Waltham | MA | 12/2011 | Present |
| Eagle Strategies Llc | Waltham | MA | 04/2021 | Present |
[Town of Lexington - Recreation & Community Programs ; Flag Football Coach. Coach 7 6 year olds; 39 Marrett Rd, Lexington, MA 02421; Start Date 09/2023; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Coach 6 year olds][Lexington Little League Board; Town little league, schedule games, organize teams; Lexington, MA; Start Date 09/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; help make sure equipment is distributed, field permits secured, and teams organized]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-01 |
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