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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-12 |
| PA | RA | APPROVED | 2022-10-17 |
| MD | RA | APPROVED | 2020-10-30 |
Branch Locations
6901 Rockledge Drive Suite 710, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Iodice | Baltimore | MD | 03/2017 | 04/2017 |
| Merrill Edge | Hunt Valley | MD | 11/2015 | 03/2017 |
| Scott Iodice | Baltimore | MD | 04/2017 | 03/2020 |
| Northwestern Mutual Investment Services Llc | Baltimore | MD | 04/2017 | 03/2020 |
| Peter Tillinghast | Balitmore | MD | 03/2020 | 08/2020 |
| Nylife Securities Llc | Bethesda | MD | 10/2020 | Present |
| Blue Point Financial Llc | Bethesda | MD | 09/2020 | 11/2024 |
| Eagle Strategies Llc | Bethesda | MD | 10/2020 | Present |
| Bluepoint Financial, Llc | Bethesda | MD | 11/2024 | Present |
[Insurance Brokering; Brokering non-registered insurance products; 6901 Rockledge Dr. Ste 710 Bethesda MD 20817; Start Date 11/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BluePoint Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BETHESDA MD; START DATE: 11/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-21 |
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