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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2007-02-26 |
Branch Locations
6901 Rockledge Dr Suite 710, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bethesda | MD | 08/1995 | Present |
| Nylife Securities Inc. | Bethesda | MD | 09/1995 | Present |
| Ellen Tillman & Company | Bethesda | MD | 04/2007 | Present |
| Bluepoint Financial, Llc | Bethesda | MD | 11/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Start Date: 11/2002; Role/Title: Insurance Broker; Investment related; 10 hours per week] [I AM LICENSED WITH VARIOUS COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS, DOING BUSINESS AS ELLEN TILLMAN & COMPANY; investment related; start date 04/2007] [The Village at Bear Trap Dunes HOA; Home Owners Association (where I own a home) finance committee ; The Village at Bear Trap Dunes, HOA, 1 October Glory Ave, Ocean View, DE 19970; Start Date 07/2023; Role/Title: Committee Member; Investment Related; 4 hours per month; 1 hours per month during securities trading hours; finance committee only has the ability to make recommendations to the Home Owner Association Board.] [OPERATING UNDER THE DBA NAME OF BluePoint Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BETHESDA MD; START DATE: 11/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-16 |
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