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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-30 |
| CT | RA | APPROVED | 2021-07-19 |
Branch Locations
351 Pleasant Street Suite D, Northampton, MA 01060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callaway Golf Company | Chicopee | MA | 06/2017 | 04/2020 |
| Dymotek | Ellington | CT | 09/2016 | 06/2017 |
| Jb Hunt | Windsor Locks | CT | 05/2016 | 06/2017 |
| Unemployed | Springfield | MA | 04/2020 | 08/2020 |
| New York Life | Windsor | CT | 08/2020 | 03/2021 |
| Nylife Securities Llc | Windsor | CT | 02/2021 | 03/2021 |
| New York Life Insurance Co | Northampton | MA | 03/2021 | Present |
| Nylife Securities Llc | Northampton | MA | 03/2021 | Present |
| Ostberg & Associates Financial Services And Ins | Northampton | MA | 11/2020 | Present |
| Eagle Strategies Llc | Northampton | MA | 07/2021 | Present |
[OPERATING UNDER THE DBA NAME OF OSTBERG & ASSOCIATES FINANCIAL SERVICES AND INSURANCE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NORTHHAMPTON, MA; START DATE: 11/2020][Follow My Steps Inc.; Providing low-income students and their families with the guidance and resources needed to achieve personal and professional success.; 33 Haskin St. Springfield, MA 01109; Start Date 08/2020; Role/Title: Director; Not Investment Related; 60 hours per month; 10 hours per month during securities trading hours; Founder, President, and Chairman of the Board]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-24 |
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