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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Hyannis | MA | 07/2020 | Present |
| North Coast Seafoods | New Bedford | MA | 08/2019 | 09/2020 |
| Gosnold | Falmouth | MA | 12/2018 | 06/2019 |
| Shaw's Superstore | Hyannis | MA | 08/2015 | 12/2018 |
| Unemployed | Falmouth | MA | 06/2019 | 08/2019 |
| Nylife Securities Llc. | Hyannis | MA | 04/2021 | Present |
| Eagle Strategies Llc | Hyannis | MA | 04/2022 | Present |
| White Cap Financial & Insurance Services | Hyannis | MA | 01/2025 | 08/2025 |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1555 Iyannough Road, Hyannis, MA 02601; Start Date 11/2024; Role/Title: Member; Investment Related; 40 hours per month; 20 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-04 |
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