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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-20 |
Branch Locations
44 S Broadway Suite 1801, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | White Plains | NY | 06/2019 | 06/2021 |
| Prudential Insurance Company Of America | White Plains | NY | 06/2019 | 06/2021 |
| Ernst & Young Llc | Secaucus | NJ | 01/2007 | 06/2017 |
| David Lerner Associates | White Plains | NY | 08/2017 | 05/2019 |
| New York Life Insurance | White Plains | NY | 06/2021 | 11/2022 |
| Nylife Securities Llc | White Plain | NY | 07/2021 | 11/2022 |
| Eagle Strategies Llc | White Plains | NY | 09/2021 | 11/2022 |
| Citigroup | Bedford | NY | 11/2022 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 03/2023 | 12/2025 |
| Bank Of America, N.A. | White Plains | NY | 05/2023 | 12/2025 |
| New York Life Insurance Company | White Plains | NY | 01/2026 | Present |
| Nylife Securities Llc. | White Plains | NY | 02/2026 | Present |
| Eagle Strategies Llc | White Plains | NY | 03/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 44 South Broadway, 18th floor, white plains-10601; start 12/2025; commissions; 7 hours per month, 7 hours during securities trading hours; non-investment related]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-18 |
| S66 | Uniform Combined State Law Examination | 2004-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-07 |
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