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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-30 |
Branch Locations
200 Route 9 North Suite 204, Manalapan, NJ 07726 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Edison | NJ | 02/2020 | Present |
| New York Life Insurance Co | Edison | NJ | 11/2019 | Present |
| Unemployed | Boonton Township | NJ | 07/2019 | 11/2019 |
| Quantplot | New York | NY | 09/2018 | 07/2019 |
| Lci Partnership S De Rl | Managua | 03/2005 | 07/2018 | |
| Unemployed | Boonton Township | NJ | 07/2018 | 09/2018 |
| Eagle Strategies Llc | Wall | NJ | 01/2023 | Present |
[LCI Partnership s. De R.L.; 1 Sheep Hill Road, Boonton Twp, NJ 07005.; I'm partner; real estate investment related; It is a real estate development and hospitality company; start date 3/2005 through 2019; 8 hours per month, 0 during business hours; 2.5% ownership] [Point Pleasant Boro Chamber of Commerce; I would join the local Chamber of Commerce Board of Directors, assist in planning events, volunteer at events, attend networking events.; 1620 Beaver Dam Road Point Pleasant, NJ 08742; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Attend Board meetings once per month. Attend networking events approximately once per month. Help plan larger events. Volunteer at larger events (organizing, setup, cleanup).] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products. Ash Brokerage Insurance broker; P.O. Box 2572, Fort Wayne, IN 46801; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Use on an as-needed basis for hard to place cases] [National Financial Network; They offer Guardian insurance. I only "plan" to use them for disability, but there is always a chance I place the other products indicated... ; 150 S. Warner Road Suite 120, King of Prussia, PA 19406; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; I have seen that Guardian's individual disability insurance is more favorable for medical professionals than ours, and I want to be able to offer my clients the best product for them. I will use them on an as needed basis.] [Cavalier Associates; Insurance brokerage; 2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; I will use on an as-needed basis for hard to place cases.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-16 |
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