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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-12-15 |
Branch Locations
Quinn Wealth Strategies 540 Meadow Street, Suite 108, Agawam, MA 01001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 09/2016 | Present |
| New York Life Insurance Co | Waltham | MA | 06/2016 | Present |
| Eagle Strategies Llc | Springfield | MA | 12/2020 | Present |
| Quinn Wealth Strategies, Llc | Springfield | MA | 07/2021 | Present |
| Deliso Financial And Insurance Services | Agawam | MA | 07/2023 | 09/2025 |
[OPERATING UNDER THE DBA NAME QUINN WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES ; INVESTMENT RELATED; ASSOCIATE; SPRINGFIELD, MA; START DATE: 07/2021] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS ; 540 Meadow St Ext, Suite 108, Agawam, Ma 01001; Start Date 08/2023; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-10 |
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