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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-02 |
Branch Locations
17 Boynton Road,, Templeton, MA 01468 • United States
1700 West Park Drive Suite 250, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Marlborough | MA | 01/2012 | 12/2022 |
| Prudential Insurance Company Of America | Marlborough | MA | 01/2012 | 12/2022 |
| New York Life Insurance Company | Waltham | MA | 12/2022 | Present |
| Nylife Securities Llc | Waltham | MA | 01/2023 | Present |
| Eagle Strategies Llc | Waltham | MA | 04/2023 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; Ten Exchange Place. Suite 2210 Jersey City, NJ. 07302; start 01/2012; 1 hour per month, 0 hours during securities trading hours; insurance related] [Property And Casualty Sales; appointed with outside carriers for the purpose of brokering property and casualty products; 449 Brook St. Framingham, Ma. 01701; start 12/2022; 1 hour per month, 1 hour during securities trading hours; insurance related]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-21 |
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