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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-10-01 |
| MA | RA | APPROVED | 2018-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 12/2015 | Present |
| New York Life Insurance Company | Waltham | MA | 11/2015 | Present |
| Eagle Strategies Llc | Waltham | MA | 06/2018 | Present |
[TWO AM LLC; 174 PLANTATION CIRCLE, NORWOOD MA; START DATE 07/2006; ROLE/TITLE OWNER; NON INVESTMENT RELATED; NOVELTY T SHIRT ACCESSORY BUSINESS-HUSBAND'S BAND ACTIVITY; 1 HOUR PER MONTH] [DIRECT FEDERAL CREDIT UNION; SUPERVISORY COMMITTEE-AUDIT REVIEW; BOARD MEMBER; INVESTMENT RELATED; 50 Cabot Street, Needham MA 02494;; START DATE 12/2015; 2 HOURS PER MONTH NONE DURING SECURITIES 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 01/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Charley's Angels Pet Initiative; Charitable organization that collects donations of pet food and supplies to distribute to those in need. ; 64 Leno Ave, Norwood MA 02062; Start Date 07/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-25 |
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