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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 06/2004 | 03/2017 |
| Unemployed | Franklin | MA | 04/2017 | 11/2017 |
| Voya Financial | Windsor | CT | 12/2017 | 03/2022 |
| New York Life Insurance Company | Waltham | MA | 05/2022 | Present |
| Nylife Securities Llc | Waltham | MA | 08/2022 | Present |
| Eagle Strategies Llc | Waltham | MA | 01/2025 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 201 Jones Rd, 5th floor, Waltham, MA 02451; Start Date 01/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-21 |
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