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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-29 |
Branch Locations
1300 Concord Terrace 5Th Floor, Sunrise, FL 33323 • 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 |
|---|---|---|---|---|
| New York Life Insurance Co | Coral Gables | FL | 09/1991 | Present |
| Nylife Securities Inc. | Ft. Lauderdale | FL | 08/1994 | Present |
| W Financial Llc | Sunrise | FL | 03/2013 | Present |
| Eagle Strategies Llc | Sunrise | FL | 08/2024 | Present |
LICENSED WITH VARIOUS CARRIERS FOR THE PURPOSE OF BROKERING NON NYL, NON REGISTERED PRODUCTS UNDER THE BUSINESS NAME OF W FINANCIAL LLC GROUP LIFE, HEALTH & DISABILITY, INDIVIDUAL LIFE, LTC, DISABILITY AND FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-22 |
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