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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-18 |
| NJ | RA | APPROVED | 2023-04-17 |
Branch Locations
100 Witmer Road Suite 100, Horsham, PA 19044 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lakeland Bank | Jackson | NJ | 01/2006 | 09/2019 |
| Raymond James Financial Services | Jackson | NJ | 05/2016 | 09/2019 |
| Raymond James Financial Services Advisors Inc. | Jackson | NJ | 05/2016 | 09/2019 |
| Lakeland Financial Services Agency, Inc. (Lfsa) | Jackson | NJ | 08/2019 | 09/2019 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2019 | 11/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2019 | 11/2022 |
| New York Life Insurance Company | Horsham | PA | 10/2022 | Present |
| Nylife Securities Llc | Horsham | PA | 12/2022 | Present |
| Eagle Strategies Llc | Horsham | PA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-18 |
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