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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 12/1992 | Present |
| Nylife Securities Inc. | Waltham | MA | 07/1993 | Present |
| True North Financial Partners, Llc | Waltham | MA | 10/2016 | Present |
| Eagle Strategies Llc | Waltham | MA | 06/2017 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 7/2002] [TOWN OF NORWOOOD MEETING MEMBER; NON-INVESTMENT RELATED ACTIVITY; ONE HOUR DEDICATED MONTHLY AND ZERO HOURS SPENT DURING SECURITIES TRADING HOURS;START DATE 12/2011; TOWN BUDGET REVIEW] [OPERATING UNDER THE DBA NAME OF TRUE NORTH FINANCIAL PARTNERS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WALTHAM, MA; START DATE: 10/2016]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-26 |
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