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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-02-07 |
| MA | RA | APPROVED | 2019-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 10/2009 | Present |
| New York Life Insurance | Waltham | MA | 10/2008 | Present |
| Ayres Financial & Insurance Services | Georgetown | MA | 11/2008 | Present |
| Eagle Strategies Llc | Georgetown | MA | 04/2019 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA AYRES FINANCIAL & INSURANCE SERVICES; INVESTMENT-RELATED; 64 CENTRAL STREET, GEORGETOWN, MA 01833]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-24 |
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