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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-27 |
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
333 Earle Ovington Blvd. Suite 505, Uniondale, NY 11553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Lake Success | NY | 08/2018 | Present |
| Nylife Securities | Lake Success | NY | 09/2018 | Present |
| Unemployed | Floral Park | NY | 05/2018 | 08/2018 |
| Ami | New York | NY | 01/2017 | 05/2018 |
| News 12 | Westchester | NY | 08/2016 | 06/2017 |
| News 12 Interactive | Woodbury | NY | 04/2016 | 06/2017 |
| Eagle Strategies Llc | Lake Success | NY | 05/2021 | Present |
| Svp Financial Strategies | Uniondale | NY | 03/2024 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1983 Marcus Ave, Suite 210, Lake Success New York 11042; Start Date 11/2022; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SVP FINANCIAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (UNIONDALE, NY); START DATE: 03/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-05 |
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