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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-22 |
| NY | RA | APPROVED | 2025-01-07 |
Branch Locations
1 World Trade Center 285 Fulton Street, 39Th Floor, New York, NY 10007 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2016 | 12/2020 |
| Barnum Financial Group | Elmsford | NY | 05/2016 | 09/2016 |
| Northwestern Mutual Investment Services Llc | New York | NY | 07/2017 | 12/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2018 | 12/2020 |
| First Republic Bank | New York | NY | 01/2021 | 02/2022 |
| First Republic Securities Company, Llc | New York | NY | 01/2021 | 02/2022 |
| Unemployed | New York | NY | 02/2022 | 05/2022 |
| Citigroup | New York | NY | 05/2022 | 08/2022 |
| Fidelity Investments | New York | NY | 08/2022 | 08/2024 |
| New York Life Insurance Co. | New York | NY | 10/2024 | Present |
| Nylife Securities, Llc | New York | NY | 12/2024 | Present |
| Eagle Strategies Llc | New York | NY | 01/2025 | Present |
[Insurance Brokering; start 10/2024; Appointed with outside carriers for the purpose of brokering non-registered products; 31-89 32nd Street, Long Island City NY 11106; 1 hour per month, 0 hours during securities trading hours; insurance related]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-29 |
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