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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-19 |
| MD | RA | APPROVED | 2023-05-17 |
Branch Locations
6901 Rockledge Drive Suite 710, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluepoint Financial Llc | Bethesda | MD | 06/2021 | Present |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2017 | 05/2021 |
| Ridgewood Country Club | Paramus | NJ | 06/2014 | 08/2019 |
| Ridgewood Public Schools | Ridgewood | NJ | 09/2010 | 06/2017 |
| Nylife Securities Llc | Bethesda | MD | 10/2022 | Present |
| Eagle Strategies Llc | Bethesda | MD | 05/2023 | Present |
[OPERATING UNDER THE DBA NAME OF BLUEPOINT FINANCIAL, LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; BETHESDA, MD; START DATE: 08/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-11 |
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