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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Dewitt | NY | 11/2015 | Present |
| Nylife Securities Llc | Dewitt | NY | 02/2016 | Present |
| Crystal Clear Financial Group Llc | De Witt | NY | 12/2019 | 11/2020 |
| Eagle Strategies Llc | Dewitt | NY | 04/2024 | Present |
[NAIFA - Syracuse chapter; protecting the interests of financial advisors; 5788 Widewaters Pkwy, Dewitt, Ny 13214; Start Date 11/2018; Role/Title: Board Member; Investment Related; 3 hours per month; 2 hours per month during securities trading hours;Board member, organizing meetings, securing speakers, increasing membership] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5788 Widewaters Pkwy, DeWitt, NY 13214; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-18 |
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