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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-05 |
| PA | RA | APPROVED | 2021-03-10 |
Branch Locations
595 E. Swedesford Road Suite 300, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pennsylvania State University | State Collegte | PA | 08/2015 | 05/2017 |
| Unemployed | Richboro | PA | 06/2017 | 09/2018 |
| Nylife Securities Llc | Bala Cynwyd | PA | 02/2020 | Present |
| New York Life Insurance Company | Bala Cynwyd | PA | 01/2020 | Present |
| Lincoln Financial Group | Radnor | PA | 10/2018 | 01/2020 |
| Karalius & Associates Insurance And Financial Services, Llc | Bala Cynwyd | PA | 08/2020 | Present |
| Eagle Strategies Llc | Bala Cynwyd | PA | 03/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 555 E. City Line Ave. Ste. 800, Bala Cynwyd, PA 19004; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KARALIUS & ASSOCIATES INSURANCE AND FINANCIAL SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BALA CYNWYD, PA; START DATE: 08/2020]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-26 |
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