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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 | 2023-08-04 |
| FL | RA | APPROVED | 2020-07-08 |
Branch Locations
340 South Beach Street Suite 113, Daytona Beach, FL 32114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Maitland | FL | 09/2016 | Present |
| New York Life Insurance Company | Maitland | FL | 02/2016 | Present |
| Eagle Strategies Llc | Daytona | FL | 06/2020 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 110 N. Phoenixville Pike, Suite 200 Malvern, PA 19355; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
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