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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Boston | MA | 07/2021 | Present |
| All Pro Moving And Storage | Manchester | NH | 04/2020 | 08/2020 |
| Boston City Hall | Boston | MA | 05/2019 | 08/2019 |
| Amphenol Tcs | Nashua | NH | 05/2018 | 08/2018 |
| Macish Corporation | Methuen | MA | 06/2017 | 08/2017 |
| Bates College | Lewiston | ME | 08/2017 | 06/2021 |
| Bedford High School | Bedford | NH | 11/2015 | 06/2017 |
| Nylife Securities Llc | Boston | MA | 03/2022 | Present |
| Eagle Strategies Llc | Waltham | MA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-28 |
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