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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 | 2021-03-31 |
| MA | RA | APPROVED | 2016-08-22 |
Branch Locations
975 Merriam Ave Suite 200, Leominster, MA 01453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nyl | Waltham | MA | 01/2013 | Present |
| Nylife Securities Llc | Waltham | MA | 03/2013 | Present |
| Eagle Strategies Llc | Waltham | MA | 08/2016 | Present |
| Bright Future Financial, Llc | Leominster | MA | 12/2018 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products-through GA Brookfield Partners; 201 Jones Road, 5th Floor, Waltham, MA, 02451; Start Date 07/2016; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Jurs Montgomery Brokerage LLC; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 201 Jones Road, 5th Floor, Waltham, MA, 02451; Start Date 07/2016; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BRIGHT FUTURE FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LEOMINSTER, MA; START DATE: 12/2018] [North Central Chamber of Commerce - Government Affairs Committee; North Central MA Chamber of Commerce - Government Affairs Committee members develop a list of potential and current legislation that the NCMCC staff should actively monitor as well as discuss the support or lack of support for each piece. ; 860 South Street, Fitchburg, MA, 01420; Start Date 01/2024; Role/Title: Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; develop a list of potential and current legislation that the NCMCC staff should actively monitor as well as discuss the support or lack of support for each piece.][NAIFA MA - Grass Roots Co-Chair; focus on federal grass roots efforts; 975 Merriam Ave, Suite 200, Leominster, MA, 01453; Start Date 01/2025; Role/Title: Board Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; advocate]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-14 |
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