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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-10-25 |
Branch Locations
308 West Central Street Suite A, Franklin, MA 02038 • 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 Company | Waltham | MA | 06/2016 | Present |
| Fourstar Connections Inc. | Hudson | MA | 01/2006 | 09/2016 |
| Mcguire And Wright Financial Group Llc | Bridgewater | MA | 03/2018 | Present |
| Eagle Strategies Llc | Bridgewater | MA | 10/2021 | Present |
[OPERATING UNDER THE DBA NAME OF MCGUIRE AND WRIGHT FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BRIDGEWATER, MA; START DATE: 03/2018] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2 Lakeshore Center, 2nd Floor, Bridgewater, MA 02324; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-25 |
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