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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 | 2021-10-15 |
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2018-07-26 |
Branch Locations
26 Century Hill Drive Suite 301, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Latham | NY | 12/2004 | Present |
| Nylife Securities, Inc | Latham | NY | 02/2006 | Present |
| Eagle Strategies Llc | Latham | NY | 07/2018 | Present |
| Tarella And Testa Financial Group | Latham | NY | 07/2019 | 05/2021 |
| Tailored Wealth Solutions Llc D/B/A Tailored Wealth Solutions | Latham | NY | 05/2021 | 05/2026 |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 26 Century Hill Drive, Latham, NY 12110; Start Date: 09/2008; Role/Title: Insurance Broker; Investment related] [rental property; own a property on 15 Clermont st delmar ny 12054 and i am in the process of renting it; 15 Clermont st delmar ny 12054; Start Date 09/2022; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; collect rent][Himax LLC; real estate property rental; 1 main street Hudson Falls, NY, 12839; Start Date 05/2026; Role/Title: Partner; Investment Related; 5 hours per month; 3 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-04 |
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