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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Star Therapies | Penn Township | PA | 03/2018 | 02/2022 |
| Rnc Greater Pittsburgh Rehab | Greensburg | PA | 03/2017 | 08/2019 |
| Encore Rehab | Pittsburgh | PA | 01/2017 | 02/2019 |
| Charles Morris Nursing And Rehab | Pittsburgh | PA | 10/2013 | 02/2019 |
| Aegis Therapies | Murrysville | PA | 06/2015 | 10/2016 |
| Cedars/Concordia Lutheran Services | Monroeville | PA | 12/2013 | 10/2016 |
| New York Life Insurance Co | Pittsburgh | PA | 01/2019 | Present |
| Nylife Securities Llc | Pittsburgh | PA | 03/2019 | Present |
| Eagle Strategies Llc | Oakmont | PA | 01/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 519 12th Street, Oakmont, PA 15139; Start Date 04/2024; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-01 |
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