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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-28 |
Branch Locations
594 Macon Street, Brooklyn, NY 11233 • United States
97-77 Queens Blvd 10Th Fl, Rego Park, NY 11374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldberg Segalla | Buffalo | NY | 01/2008 | 09/2018 |
| New York Life Insurance Co | Rego Park | NY | 09/2018 | 04/2019 |
| Nylife Securities Llc | Rego Park | NY | 09/2018 | 04/2019 |
| New York Life Insurance Co | San Jose | CA | 04/2019 | Present |
| Nylife Securities Llc | San Jose | CA | 10/2019 | Present |
| Eagle Strategies Llc | Rego Park | NY | 06/2021 | Present |
| Jd Growth Financial Strategies, Llc | Rego Park | NY | 02/2022 | Present |
[Rental property; own a rental property and receive rental income from a tenant; 594 Macon Street Brooklyn NY 11233; start 01/2018; Owner; Rental Income; 1 hour per month, 0 during business hours; real estate related] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 95-25 Queens Blvd., 4th Floor, Rego Park, NY 11374; Start Date 01/2022; Role/Title: Owner; Investment Related; 30 hours per month; 16 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JD GROWTH FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; REGO PARK, NY; START DATE: 02/2022] [Jack and Jill of America, Inc. Brooklyn Chapter; Since 1938, Jack and Jill of America, Incorporated creates a medium of contact for children which will stimulate growth and development and provide children constructive educational, cultural, civic, health, recreational and social programs.; 1930 17th Street, NW Washington, DC 20009; Start Date 06/2026; Role/Title: Vice-President; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; will be in charge of planning and coordinating membership activities.] [Notary Public; I hold a notary license but rarely use it. I renew it so I do not lose the license.; 95-25 Queens Blvd., 4th Floor, Rego Park, NY 11374; Start Date: 10/2021; Role/Title: License Holder; Not investment related; I have a notary license from being an attorney. I continue to hold the license so it will not expire. If it is ever used, I never charge for services. But is not not needed often.] [OTR Transportation Network, LLC; Truck transportation business.; 594 Macon Street, Brooklyn NY 11233; Start Date 10/2022; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; passive investor] [The Junior League of the City of New York, Inc. a/k/a New York Junior League; Flexible Accommodation committee; organization of women whose Mission is to advance women's leadership for meaningful community impact through volunteer action, collaboration, and training.; 130 E 80th St, New York, NY 10075; Start Date 06/2011; Role/Title: Member; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; assist with volunteer work such as playground improvement projects, attending volunteer training workshops and attending social and civic events] [AKA North Atlantic Regional Conference ; host an annual conference which is held within the region. I am a member of Cluster 3 which will be hosting the conference in CT on March 24 l- 27, 2025. Annually, one member is chosen to chair the conference.; P.O. Box 185213 Hamden, CT 06518; Start Date 06/2021; Role/Title: 2025 NARC Chairman; Not Investment Related; 12 hours per month; 2.5 hours per month during securities trading hours; assist in overseeing the planning and executing of the regional conference] [Alpha Kappa Alpha Sorority, Incorporated ® (AKA); ad hoc Non Profit Committee. international service organization, was founded on the campus of Howard University in Washington, D.C. in 1908. It is the oldest Greek-letter organization established by African American college educated students.; 5656 Stony Island Avenue, Chicago, IL 60637; Start Date 11/1997; Role/Title: Member; Not Investment Related; 6 hours per month; 4 hours per month during securities trading hours; assist in planning and executing various community based programs]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-04 |
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