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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-07-07 |
Branch Locations
1050 Hingham Street Floor 3, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Rockland | MA | 10/2018 | Present |
| Nylife Securities Llc | Rockland | MA | 02/2019 | Present |
| Hamilton Cornell Associates | Hingham | MA | 01/2017 | 12/2018 |
| Unemployed | Hingham | MA | 11/2016 | 12/2016 |
| Voya Financial | Braintree | MA | 01/2008 | 10/2016 |
| Eagle Strategies Llc | Rockland | MA | 07/2020 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 1050 Hingham St, 3rd FL, Rockland MA 02370; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-11 |
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