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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-02 |
| NJ | RA | APPROVED | 2018-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Saddle Brook | NJ | 08/2008 | Present |
| New York Life Insurance Co. | Saddle Brook | NJ | 07/2008 | Present |
| Horizon Wealth Strategies, Llc | Hackettstown | NJ | 02/2018 | 12/2025 |
| Eagle Strategies Llc | Saddle Brook | NJ | 06/2018 | Present |
| Polaris Wealth Strategies Llc | Hackettstown | NJ | 03/2026 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE BROKER; start date 10/2011] [Ebay Sales; 59 Ketcham Rd, Hackettstown, NJ 07840; Start Date 12/2025; Role/Title: Seller on Ebay; Not Investment Related; 12 hours per month; 12 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF POLARIS WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (HACKETTSTOWN, NJ); START DATE: 03/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-23 |
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