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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-02 |
Branch Locations
205 Lagrange Ave Suite 202, Rochester, NY 14613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Strategies Llc | Rochester | NY | 06/2026 | Present |
| Nylife Securities Llc | Fairport | NY | 02/2015 | Present |
| New York Life Insurance | Fairport | NY | 11/2014 | Present |
| Jr Special Events | Rochester | NY | 05/2015 | 03/2017 |
| Vero Financial Group, Llc | Rochester | NY | 05/2023 | Present |
[Rochester Ice Arena; ice skating lessons; 250 North Bloomfield Rd Canandaigua NY 14424; Start Date 09/2017; Role/Title: Educator/Instructor; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; instructor] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 375 Woodcliff Dr; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Rochester Hearing and Speech; Board member. helping community with hearing and speech; 1000 Elmwood #400 Rochester NY 14620; Start Date 05/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Bring attention to the great services they offer to the community, help with fundraising events] [OPERATING UNDER THE DBA NAME OF VERO FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ROCHESTER, NY); START DATE: 05/2023]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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