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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-21 |
| VA | RA | APPROVED | 2007-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Mclean | VA | 11/1993 | Present |
| Nylife Securities Llc | Vienna | VA | 01/1994 | Present |
| Eagle Strategies Llc | Vienna | VA | 11/2007 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3605-D CHAIN BRIDGE ROAD, FAIRFAX, VA 22030; START DATE 06/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Advent Lutheran Church ; church; 2222 S. Arlington Ridge Road, Arlington, VA 22202; Start Date 07/2013; Role/Title: Officer; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; treasurer - pay bills, prepare financial reports to board and to congregation] [Gamma Phi Beta; Audit & Finance Committee Member - review outside audit reports, investment reports and financial reports; 12737 E. Euclid Drive, Centennial, CO 80111; Start Date 01/2021; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours;reviewing audit, investment and financial reports] [Rental Property - 3605-D Chain Bridge Road; office rental - 3605-D Chain Bridge Road, Fairfax, VA 22030. I purchased the office condo where I conduct my business. Another New York Life agent rents part of the office space from me.; 3605-D Chain Bridge Road, Fairfax, VA 22030; Start Date 09/2016; Role/Title: Owner; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [Deborah L Lewis Revocable Trust; RENTAL PROPERTY. I own the house; rent.; 7718 Albany Post Road, Red Hook, NY 12571; Start Date 06/2004; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-10 |
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