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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-10 |
| CT | RA | APPROVED | 2022-05-18 |
Branch Locations
99 Hawley Lane Suite 404, Stratford, CT 06614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Stratford | CT | 02/2006 | Present |
| Nylife Securities Inc. | Stratford | CT | 06/2006 | Present |
| Bellara & Associates | Stratford | CT | 01/2010 | Present |
| Strategic Financial Group Llc | Stratford | CT | 08/2016 | Present |
| Soccerviza Fc | Norwalk | CT | 08/2017 | 05/2021 |
| Eagle Strategies Llc | Stratford | CT | 05/2022 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA BELLARA & ASSOCIATES.] [OPERATING UNDER THE DBA NAME OF STRATEGIC FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; STRATFORD, CT; START DATE: 08/2016] [Bella Casa Group, LLC; single family condo unit purchase for rental income in CT.; 26 Apple Tree Lane, Woodbridge CT 06525- (address of business registration) personal residence; Start Date 02/2020; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Rental Property-Newington CT; Passive real estate investment property; 114 Cottonwood Road, Newington CT 06111; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property- South Windsor CT ; single family condo unit purchased for passive real estate rental income.; 1406 Summer Hill Drive South Windsor CT 06074; Start Date 07/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property-Rocky Hill CT ; single family condo unit purchase for passive rental income.; 100 Brookwood Dr APT A Rocky Hill CT 06067-2707; Start Date 12/2020; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property-Newington CT; Passive real estate investment property; 114 Cottonwood Road, Newington CT 06111; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; spouse, Kristi Bellara is a joint owner on Real Estate banking accounts.][The Graphite Lab; Saas product led by AI to implement automation in the skilled service trades businesses ERP and CRM systems. The company engages in a subscription model and additional custom designs to increase automation within their software; 5749 W Pr Highland Hills Drive, Edinburgh, IN 46124; Start Date 11/2024; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-14 |
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