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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-23 |
Branch Locations
100 Saratoga Village Boulevard Suite 36E, Malta, NY 12020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Latham | NY | 03/2020 | Present |
| Nylife Securities Llc | Latham | NY | 03/2020 | Present |
| Unemployed | New York | NY | 06/2019 | 02/2020 |
| Waterfall Asset Management | New York | NY | 07/2013 | 05/2019 |
| Tarella And Testa Financial Group | Saratoga Springs | NY | 01/2021 | 05/2021 |
| Tailored Wealth Solutions Llc D/B/A Tailored Wealth Solutions | Saratoga Springs | NY | 05/2021 | 02/2025 |
| Eagle Strategies Llc | Saratoga Springs | NY | 06/2021 | Present |
| Waterfall Wealth Solutions, Llc | Malta | NY | 01/2025 | 06/2025 |
| Post Time Wealth Solutions, Llc | Malta | NY | 06/2025 | Present |
[Insurance Brokering; Insurance brokering ; 26 Century Hill Dr, Suite 301, Latham, NY 12110; Start Date 12/2024; Role/Title: Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF POST TIME WEALTH SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (MALTA, NY); START DATE: 06/2025][BullPoint Networks; Merchant Card Services ; 394 Elsmere Ave Suite 105, Delmar, NY 12054; Start Date 04/2026; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
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