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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-27 |
Branch Locations
100 Ledgewood Place Suite 204, Rockland, MA 02370 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 09/2016 | Present |
| New York Life Insurance Company | Waltham | MA | 07/2016 | Present |
| Harding Financial & Insurance | Waltham | MA | 03/2021 | Present |
| Eagle Strategies Llc | Waltham | MA | 04/2021 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 10/2025 | Present |
| Dfpg Investments, Llc | Sandy | UT | 10/2025 | Present |
APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 201 Jones Road, 5th Floor, Waltham, MA 02451; Start Date 02/2021; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-08 |
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