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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Seven Hills | OH | 02/2012 | Present |
| New York Life Insurance Company | Seven Hills | OH | 10/2007 | Present |
| Eisner Gohn Group | Beachwood | OH | 09/2009 | Present |
| Eagle Strategies Llc | Beachwood | OH | 09/2024 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBAE ISNER GOHN GROUP; 3659 GREEN ROAD, SUITE 317 BEACHWOOD, OHIO 44122; 09/2009-PRESENT; INVESTMENT RELATED] [NYLARC Holding Compant, Inc.; Reinsuring the life insurance I write with NYL; 51 Madison Ave New York, NY 10010; Start Date 06/2018; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Community Fund Management Foundation; Community Fund Management Foundation also known as "CFMF" is a nonprofit, tax-exempt ((501)(c)(3)) foundation that develops and makes available several types of trusts, educational programs, and related services for individuals who are disabled.; 14955 W. Sprague Road, Suite 290 Strongsville, OH 44136; Start Date 04/2017; Role/Title: Officer; Not Investment Related; 8 hours per month; 6 hours per month during securities trading hours; Elected Board Chair 9/14/2023 - manage the Board mtgs, attend committee mtgs, work for ED and AED on Strategic Initiatives Board member attend Board meetings and committee meetings as requested. Provide marketing guidance to promote the non-profit in the special needs community.] [Jewish Federation of Cleveland; Jewish Federation of Cleveland supports Jewish communities locally, nationally and internationally.; 25701 Science Park Dr. Beachwood OH 44122; Start Date 09/2023; Role/Title: Member; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Chair Professional Advisory Council which is a multi disciplinary "study group" of members from the Jewish community representing insurances, estate planning, tax planning, investments, risk management. Monthly study group meetings on timely topics.. Also provide quatery networking and continuing education by bringing in local and national speakers from various firms.] [National Council of Jewish Women, Cleveland; Chair Investment Committee - Lead the review of the performance and service of our outside money manager current Alliance Bernstein. ; 26055 Emery Rd Cleveland OH 44118; Start Date 01/2020; Role/Title: Chair; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-21 |
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