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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 10/2020 | Present |
| New York Life Insurance Co | Waltham | MA | 07/2020 | Present |
| Unemployed | Boston | MA | 01/2020 | 07/2020 |
| Rgp | Boston | MA | 02/2019 | 06/2019 |
| Proctor & Gamble | Boston | MA | 06/2016 | 01/2019 |
| Trindent Consulting | Toronto | 08/2019 | 01/2020 | |
| Unemployed | Boston | MA | 06/2019 | 08/2019 |
| Eagle Strategies Llc | Waltham | MA | 03/2023 | Present |
[Pi Design Boston; Owner; small business that provides custom embroidery services to customers; 773 E 4th St. Unit 1, Boston, MA 02127; profit; 5 hours per month, 0 during securities trading hours; not-investment related]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-25 |
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