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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-05 |
Branch Locations
150A Andover Street Suite 7B, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Watertown City Parks And Recreation | Watertown | NY | 05/2013 | 08/2017 |
| Watertown Youth Baseball | Watertown | NY | 06/2013 | 08/2017 |
| Stonehill College | North Easton | MA | 08/2014 | 05/2019 |
| Stonehill College Athletics | North Easton | MA | 04/2017 | 05/2019 |
| Loomis Lawn Care | Watertown | NY | 05/2018 | 08/2018 |
| Annas Pizza | South Easton | MA | 01/2019 | 07/2019 |
| New York Life Insurance Company | Waltham | MA | 07/2019 | Present |
| Nylife Securities Llc | Waltham | MA | 08/2019 | Present |
| Eagle Strategies Llc | Waltham | MA | 03/2023 | Present |
[Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 201 Jones Rd. Floor 5 Waltham MA 02451; Start Date 03/2023; 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 | 2023-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-12 |
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