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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 09/2015 | Present |
| New York Life Insurance Company | Waltham | MA | 02/2015 | Present |
| Eagle Strategies Llc | Waltham | MA | 04/2023 | Present |
[Rental Property; Bought a multi-family house and will be collect rent in the near future.; 883- 893 Washington St Holliston MA; Start Date 10/2017; Role/Title: Owner; Investment Related; 0 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;201 Jones Rd 5th Floor Waltham MA 02451; Start Date 02/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [SOUZET INC; Family business, listed as Secretary or some other title in SOUZET HVAC MECHANICAL INC. help reading some of contracts.; 893 Washington St APT 2 Holliston MA 01746; Start Date 01/2024; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Rubeauty LLC; E-commerce; 883 Washington St Holliston MA 01746; Start Date 06/2021; Role/Title: Partner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; silent partner]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-22 |
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