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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-09 |
| MA | RA | APPROVED | 2018-12-20 |
| NH | RA | APPROVED | 2018-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co | Manchester | NH | 10/1996 | Present |
| Nylife Securities Inc. | Manchester | NH | 10/1996 | Present |
| Jordan Financial And Insurance Services | Bradford | MA | 12/2008 | Present |
| Eagle Strategies Llc | Bradford | MA | 12/2018 | Present |
[OPERATING UNDER THE DBA NAME OF JORDAN FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 167 KINGSBURY AVE, BRADFORD, MA 03835; SOLE PROPRIETOR AND OWNER; STARTED IN 12/2008; 10 HOURS A WEEK; SALES AND SERVICE FOR CLIENTS.] [Greater Haverhill Foundation; Helping to promote economic development in the City of Haverhill, MA; 143 Essex St. Haverhill, MA 01830; Start Date 06/2016; Role/Title: Director; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Sacred Hearts Parish Finance Council; As chair of the Sacred Hearts parish Finance Council, I help run our quarterly meetings and advise our parish on financial matters.; 165 So. Main St Bradford, MA 01835; Start Date 04/2022; Role/Title: Chairman; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; advise the pastor on financial matters related to our parish] [Haverhill Bank (Corporator); Haverhill Bank provides banking services; 163 South Main St. Haverhill, MA 01835; Start Date 01/2020; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Haverhill Rotary Club; President. The Haverhill Rotary Club lives up to the Rotary international motto of "service above self." We raise money and donate it to local non-profits. We have weekly meetings and have speakers address us on a variety of subjects.; PO Box 808 Haverhill, MA 01830-9998; Start Date 10/2022; Role/Title: Officer; Not Investment Related; 6 hours per month; 5 hours per month during securities trading hours; President of the club, I will lead our weekly meetings.] [Haverhill Bank; board of directors. board member, responsible for providing oversight and advice to the bank president.; 180 Merrimack St Haverhill, MA 01830; Start Date 11/2022; Role/Title: Board Member; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Haverhill City Council; Council President-run the weekly meetings-approving the city budget submitted by the mayor-approving zoning changes; 4 Summer St. Haverhill, MA 01830; Start Date 01/2022; Role/Title: City Councilor; Not Investment Related; 15 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-11 |
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