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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-18 |
Branch Locations
379 Thornall Street 8Th Floor, Edison, NJ 08837 • United States
Lawrence Twp, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Pennington | NJ | 06/2016 | 01/2018 |
| New York Life Insurance Co | Edison | NJ | 02/2018 | Present |
| Nylife Securities Llc | Edison | NJ | 03/2018 | Present |
| Eagle Strategies Llc | Edison | NJ | 01/2019 | Present |
[Notary Public; no business; no address; Start Date 04/2017; Role/Title: no role; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Lawrence Village 1; Housing board for condos; 1 Simonelli Ct. Lawrenceville, NJ 08648; Start Date 06/2019; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
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