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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Fairport | NY | 05/2005 | Present |
| Nylife Securities Inc. | Fairport | NY | 09/2005 | Present |
| Crystal Clear Financial Group, Llc | De Witt | NY | 07/2019 | Present |
| Eagle Strategies Llc | Dewitt | NY | 03/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non registered insurance products; 5788 Widewaters Parkway, Dewitt, NY 13214; Start Date: 05/2007; Role/Title: Insurance Broker; Investment related; 10 hours per week-10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; DE WITT, NY; START DATE: 07/2019] [High School Umpire; I will be an umpire for Varsity, Junior Varsity and Modified softball games in Section 3, NYS.; 4983 Brittonfield Parkway East Syracuse, NY 13057; Start Date 04/2023; Role/Title: Umpire; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [District 8 Little League; Assist in running a Little League District.; 6088 east taft road n syracuse, ny 13212; Start Date 02/2021; Role/Title: Director; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Sports Zone Academy; SOFTBALL COACH; 6841 COLLAMER ROAD EAST SYRACUSE, NY 13057; Start Date 08/2020; Role/Title: Coach; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours][Sports Zone Academy; YOUTH SPORTS SOFTBALL AND BASEBALL; 2801 CURT STREET SYRACUSE, NY 13208; Start Date 01/2020; Role/Title: Director; Not Investment Related; 15 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-08 |
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