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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-09 |
Branch Locations
1555 Iyannough Road 2Nd Floor, White Cap Financial, Hyannis, MA 02061 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Waltham | MA | 04/2005 | Present |
| Nylife Securities, Inc. | New York | NY | 04/2005 | Present |
| The Bloomfield Group, Llc | Hyannis | MA | 06/2016 | 08/2022 |
| Eagle Strategies Llc | Hyannis | MA | 01/2024 | Present |
| White Cap Financial And Insurance Services | Brewster | MA | 09/2024 | 06/2026 |
| White Cap Financial | Hyannis | MA | 06/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1555 Iyannough Road, Hyannis, MA 02601; Start Date 04/2016; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WHITE CAP FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (HYANNIS, MA); START DATE: 06/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-16 |
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