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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-27 |
Branch Locations
1601 Kings Highway 2Nd Floor, Brooklyn, NY 11229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Brooklyn | NY | 08/2016 | 08/2019 |
| Nylife Securities Llc. | New York | NY | 07/2023 | Present |
| New York Life Insurance Co | New York | NY | 08/2019 | 02/2022 |
| Eagle Strategies Llc | New York | NY | 01/2019 | 02/2022 |
| Cleary University | Howell | MI | 09/2020 | Present |
| Morgan Stanley | New York | NY | 02/2022 | 05/2022 |
| Citigroup | New York | NY | 06/2022 | 02/2023 |
| Eagle Strategies Llc | Brooklyn | NY | 07/2023 | Present |
[Cleary University; Non-investment related; 3750 Cleary Drive, Howell, MI 48843; Education; Adjunct Professor ; start 01/2021; 10 hours per month, 0 hours during securities trading hours] [FINRA; Non-Investment related; 200 Liberty Street NY, NY 10281; start 04/2021; 5 hours per month, 5 hours during securities trading hours] [SI Academy; Coach Youth Soccer Team SI Academy; 715 Todt Hill Road, Staten Island NY 10304; start 08/2023; coach; no compensation; 15 hours per month, 0 hours during securities trading hours; non-investment related][College of Staten Island - CUNY; I will be a Part - Time instructor of Business courses for Undergrad and Graduate programs; ; 2800 Victory Blvd, Staten Island, NY 10314; Start Date 09/2025; Role/Title: Educator/Instructor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-20 |
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