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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-23 |
| MA | RA | APPROVED | 2025-10-21 |
Branch Locations
1500 West Park Drive, Suite 215, Westborough, MA 01581 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Westborough | MA | 06/2016 | 10/2025 |
| New York Life Insurance Company | Westborough | MA | 03/2016 | 10/2025 |
| Eagle Strategies Llc | Westborough | MA | 06/2018 | 10/2025 |
| Vision Wealth Strategies Llc | Westborough | MA | 02/2022 | 10/2025 |
| Newedge Securities Llc | Pittsburgh | PA | 10/2025 | Present |
| Newedge Advisors | New Orleans | LA | 10/2025 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products ; Westborough MA 01581; Start Date 01/2020; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF VISION WEALTH STRATEGIES LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; (WESTBOROUGH, MA); START DATE: 02/2022] [Taunton Girls Softball League; Volunteer (Nonpaid) coach for my daughters kindergarten age softball team.; 500 Norton Ave, Taunton MA 02780; Start Date 04/2024; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-20 |
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