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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-11 |
Branch Locations
209 High Point Dr Suite 310, Victor, NY 14564 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Massmutual | Syracuse | NY | 07/2016 | 12/2016 |
| New York Life Insurance Company | Fairport | NY | 01/2017 | Present |
| Nylife Securities Llc | Fairport | NY | 03/2017 | Present |
| Eagle Strategies Llc | Tucson | AZ | 05/2021 | Present |
[5D Ventures LLC; My wife and I are the sole members of this LLC. We buy realestate for rental as well as resale purposes. The LLC also buys shares of racehorses.; 38 Taylor Road Honeoye Falls NY 14472; Start Date 01/2004; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [Actor (extra); Being seen in a movie as an extra, no compensation. ; 38 Taylor Road Honeoye Falls NY 14472; Start Date 03/2023; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Little Billy and Beans; Childrens Book Author; 38 Taylor Road Honeoye Falls NY 14472; Start Date 05/2023; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-07 |
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