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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-30 |
Branch Locations
225 West Station Square Dr Ste 300, Pittsburgh, PA 15219 • 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 |
|---|---|---|---|---|
| Champlain College | Burlington | VT | 08/2014 | 05/2018 |
| Kay Jewelers | South Burlington | VT | 09/2016 | 05/2017 |
| Native Cape Cod Shellfish | Eastham | MA | 05/2017 | 08/2017 |
| Us Sherpa | Essex Junction | VT | 09/2017 | 04/2018 |
| Unemployed | Wellesley | MA | 05/2018 | 02/2019 |
| New York Life Insurance Co | Pittsburgh | PA | 02/2019 | Present |
| Nylife Securities Llc | Pittsburgh | PA | 10/2019 | Present |
| Vail Resorts | Seven Springs | PA | 02/2025 | Present |
| Eagle Strategies Llc | Pittsburgh | PA | 04/2025 | Present |
[East Allegheny Community Council; Community organization that represents the interest of the residents.; 415 E. Ohio St #225 Pittsburgh, PA 15212; Start Date 01/2020; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; vote on issues raised by residents and outside organizations. I record the minutes for the general meetings and board meetings monthly] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 225 W Station Sq Dr Suite 300 Pittsburgh PA 15219; Start Date 10/2022; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Allegheny Commons Initiative; The Allegheny Commons Initiative is a community interest group that represents and advocates for the Allegheny Commons Park.; 120 Parkhurst St, Pittsburgh, PA 15212; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Communicating the wishes of the community to City officials in attempt to better the park][Vail Resorts; I will be a ticket scanner at a ski resort.; 777 Waterwheel Dr, Seven Springs, PA 15622; Start Date 02/2025; Role/Title: Employee; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-12 |
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