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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
| CT | RA | APPROVED | 2026-02-12 |
Branch Locations
351 Pleasant Street Suite A, Northhampton, MA 01060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holyoke Public Schools | Holyoke | MA | 08/2021 | 06/2025 |
| Malden Public Schools | Malden | MA | 08/2019 | 08/2021 |
| Unemployed | Na | MA | 08/2018 | 07/2019 |
| Aspira Inc. Of Pa | Philadelphia | PA | 09/2013 | 07/2018 |
| New York Life Insurance Company | Windsor | CT | 03/2025 | Present |
| Nylife Securities Llc | Windsor | CT | 07/2025 | Present |
| Eagle Strategies Llc | Windsor | CT | 02/2026 | Present |
| Ostberg & Associates Financial Services And Insurance, Llc | Northampton | MA | 04/2026 | Present |
[The Community Classroom Tutoring; I tutor private clients in math.; 88 Maple St. Florence, MA 01062; Start Date 08/2021; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Ostberg & Associates Financial Services and Insurance, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NORTHAMPTON MA; START DATE: 04/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-08 |
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