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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-14 |
| NY | RA | APPROVED | 2021-07-27 |
Branch Locations
1660 Walt Whitman Rd, Melville, NY 11747-4159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Melville | NY | 03/2016 | Present |
| New York Life Ins Co | Melville | NY | 04/2015 | Present |
| Eagle Strategies Llc | Melville | NY | 07/2021 | Present |
| Tri-Mountain Financial Group, Inc. | Melville | NY | 03/2022 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; 520 Broadhollow Rd. Melville, NY 11747; Start Date 12/2018; 5 hours per month; 2 hours per month during securities trading hours] [Viva Free Inc.; The corporation was opened with the intention of buying real estate through it.; 17 Crescent Dr. Huntington NY 11743; Start Date 12/2019; Role/Title: Partner; Investment Related; 6 hours per month; 0 hours per month during securities trading hours;Participate during all the processes of looking, obtaining and maintaining the property] [OPERATING UNDER THE DBA NAME OF TRI-MOUNTAIN FINANCIAL GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MELVILLE, NY; START DATE: 03/2022]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-01 |
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