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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-03-05 |
| CT | RA | APPROVED | 2019-02-27 |
Branch Locations
351 Pleasant Street Ste D, Northampton, MA 01060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Northampton | MA | 03/2015 | Present |
| New York Life Insurance Company | Northampton | MA | 12/2014 | Present |
| Ostberg & Assoc Fin Svcs And Insurance | Northampton | MA | 02/2015 | Present |
| Eagle Strategies Llc | Northampton | MA | 02/2019 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 351 Pleasant street Duite D Northampton, Ma 01060.; Start Date 08/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [AS OF 02/2015, APPROVED TO USE DBA OSTBERG & ASSOCIATES FINANCIAL SERVICES AND INSURANCE. WORKING AS A NEW YORK LIFE AGENT OUT OF DISTRICT AGENT ROBERT K. OSTBERG'S OFFICE, 351 PLEASANT STREET, SUITE D, NORTHAMPTON, MA. INVESTMENT RELATED] [Nonotuck Resource Associates; Provides Shared living for intellectually challenged individuals; 40 Main Street #101 Florence Ma; Start Date 12/2014; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-01 |
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