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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-09 |
Branch Locations
44 South Broadway Suite 1801, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | White Plains | NY | 04/2021 | Present |
| Nylife Securities Llc | White Plains | NY | 09/2021 | Present |
| Face Organics Llc | New York | NY | 06/2013 | 07/2019 |
| Greek Taverna Llc | Astoria | NY | 10/2016 | 07/2021 |
| Eagle Strategies Llc | White Plains | NY | 02/2023 | Present |
| Positive Wealth Strategies Llc | White Plains | NY | 05/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 777 Westchester Ave 4th Fl White Plains NY 10604; Start Date 04/2024; Role/Title: Owner; Investment Related; 30 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Positive Wealth Strategies LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WHITE PLAINS NY; START DATE: 04/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-23 |
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