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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
| NJ | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
161 Pond Drive, Washington Twp, NJ 07676 • United States
420 Lexington Avenue 15Th Floor, New York, NY 10170 • 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 Company | New York | NY | 04/2005 | Present |
| Nylife Securities, Inc | New York | NY | 02/2006 | Present |
| Xl Financial Group | New York | NY | 08/2019 | 06/2023 |
| Eagle Strategies Llc | New York | NY | 08/2023 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 9/2009}
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-02 |
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