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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-15 |
| PA | RA | APPROVED | 2023-11-15 |
Branch Locations
100 Witmer Road Suite 100, Horsham, PA 19044 • 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 |
|---|---|---|---|---|
| Main Street Fine Homes | Haddonfield | NJ | 10/2011 | 10/2019 |
| Integrated Wealth Strategies | Cherry Hill | NJ | 10/2019 | 09/2020 |
| New York Life Insurance Co. | Horsham | PA | 10/2020 | Present |
| Nylife Securities Llc | Horsham | PA | 01/2022 | Present |
| Eagle Strategies Llc | Horsham | PA | 11/2023 | Present |
[Main Street Fine Homes (MSFH); MSFH is the management company that handles all of the daily activities of renting and operating 13 residential rental properties; 100% owner; 230 Kings Hwy. E. #203, Haddonfield, NJ 08033; start 04/2013; Owner; 20 hours per month, 10 hours during securities trading hours; real estate related] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 4 Chrysanthemum Ct. Sewell, NJ 08080; Start Date 03/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [NAIFA; Group Membership, Onboarding, Retention, Referral Recognition & Reactivation ; 1000 Wilson Blvd Ste 1890 Arlington VA 22209; Start Date 01/2025; Role/Title: Board Member; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Vice Chair of Onboarding, Retention & Reactivation]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-14 |
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