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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-02 |
Branch Locations
1050 Hingham Street Floor 3, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 02/2015 | Present |
| New York Life Insurance Company | Waltham | MA | 12/2014 | Present |
| Satuit Boat Club | Scituate | MA | 07/2017 | Present |
| Eagle Strategies Llc | Rockland | MA | 04/2023 | Present |
[Satuit boat club; non-profit boat club; 66 Jerico rd. Scituate MA 02066; Start Date 07/2017; Role/Title: Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1050 hingham street, Rockland Ma 02370; Start Date 09/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [NYLARC Holding company; Reinsuring the life insurance I write with New York Life; 51 Madison Ave. NY,NY 10010; Start Date 02/2024; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-25 |
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