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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-02-02 |
Branch Locations
100 Witmer Road Suite 100, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Horsham | PA | 10/2007 | Present |
| Nylife Securities Llc | Horsham | PA | 11/2007 | Present |
| Eagle Strategies Llc | Horsham | PA | 02/2009 | Present |
| Tactical Financial Group | Horsham | PA | 08/2019 | 12/2025 |
[Rental Property; Residential rental real estate units. Rental Real estate; 1265 Burnett Rd, Huntingdon Valley, PA 19006; Start Date 03/2015; Role/Title: Spouse of Owner; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 100 Witmer Rd, Ste 100 Horsham PA 19044; Start Date 03/2019; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-26 |
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