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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 | 2026-02-09 |
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2020-12-21 |
Branch Locations
520 Broad Hollow Rd, Melville, NY 11747 • United States
1660 Walt Whitman Rd, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Melville | NY | 10/2016 | Present |
| New York Life Insurance Co. | Melville | NY | 04/2016 | Present |
| Eagle Strategies Llc | Melville | NY | 12/2020 | Present |
| Wealth Conservation Group, Inc. | Melville | NY | 10/2025 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1660 Walt Whitman Road, Melville, NY 11747; Start Date 04/2021; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Wealth Conservation Group, Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MELVILLE NY; START DATE: 10/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-10 |
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