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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-14 |
Branch Locations
3655 Brookside Parkway Suite 400, Alpharetta, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moe's Southwest Grill | Hadley | MA | 03/2014 | 07/2026 |
| Moe's Southwest Grill | Northhampton | MA | 04/2015 | 04/2024 |
| Subway | Berlin | CT | 10/2011 | 07/2026 |
| Days Inn | Berlin | CT | 02/2007 | 07/2017 |
| New York Life Insurance Company | Atlanta | GA | 10/2019 | Present |
| Nylife Securities Llc | Atlanta | GA | 05/2020 | Present |
| Eagle Strategies Llc | Alpharetta | GA | 07/2025 | Present |
| Shah Wealth Strategies Llc | Alpharetta | GA | 05/2026 | Present |
[3155 Foods LLC DBA The Great Greek; Mediterranean Fast Casual Restaurant; passive owner; 3155 Cobb Pkwy SE #140, Atlanta, GA 30339; Start Date 06/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 4734 Dewitt Dr, Duluth, GA 30097; Start Date 03/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SHAH WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ALPHARETTA, GA); START DATE: 05/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-19 |
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