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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-17 |
Branch Locations
100 Witmer Road Suite 100, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bala Cynwyd | PA | 08/2016 | Present |
| New York Life Insurance Company | Bala Cynwyd | PA | 03/2016 | Present |
| Eagle Strategies Llc | Horsham | PA | 10/2023 | Present |
[NAIFA Greater Philadelphia; A nonprofit group that works on behalf of its members to promote a favorable regulative environment, provide professional education services and ensure ethical professional conduct for insurance and financial advisors.; P.O. Box 591 Lafayette Hill, PA 19444; Start Date 11/2020; Role/Title: Director; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; [NAIFA Greater Philadelphia; A nonprofit group that works on behalf of its members to promote a favorable regulative environment, provide professional education services and ensure ethical professional conduct for insurance and financial advisors.; P.O. Box 591 Lafayette Hill, PA 19444; Start Date 11/2020; Role/Title: Director; Investment Related; 3 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-23 |
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