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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-09-06 |
Branch Locations
1555 Iyannough Road 2Nd Fl, Hyannis, MA 02601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty Company | Mashpee | MA | 05/2010 | 01/2019 |
| Nylife Securities Llc | Hyannis | MA | 03/2019 | Present |
| Bankers Life Securities Inc | Mashpee | MA | 06/2016 | 01/2019 |
| The Seaview Restaurant | Dennisport | MA | 09/2009 | 10/2018 |
| New York Life Insurance Co. | Hyannis | MA | 12/2018 | Present |
| Eagle Strategies Llc | Hyannis | MA | 08/2019 | Present |
| Cornerstone Financial Group, Llc | Hyannis | MA | 12/2022 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1555 Iyannough Road. Hyannis, MA 02601; Start Date 12/2022; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CORNERSTONE FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER/ASSOCIATE); (HYANNIS, MA 02601); START DATE: 12/2022][Mashpee Chamber of Commerce; I have been invited to join the board of the Mashpee Chamber of Commerce; 13 Steeple Street, Mashpee, MA 02649; Start Date 09/2025; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; attend meetings-vote on proposals]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-24 |
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