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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-10-23 |
Branch Locations
201 Jones Road 5Th Floor, Waltham, MA 02451 • United States
Newton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nyl | Waltham | MA | 09/2010 | Present |
| Nylife Sec | Waltham | MA | 10/2010 | Present |
| Eagle Strategies Llc | Waltham | MA | 10/2018 | Present |
| River Financial Group, Llc | Waltham | MA | 06/2019 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 121 Sully's Trail, Suite 4 Pittsford, NY 14534; Start Date 03/2017; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RIVER 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; WALTHAM, MA; START DATE: 06/2019] [Rental Property; I am renting out my condo in Brighton ; 152 newton st unit 2 Brighton, MA 02135; Start Date 07/2024; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Pomroy House Condominium ; meet with two other trustees ; 84 Eldredge street, Newton, MA 02458; Start Date 07/2026; Role/Title: Trustee; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-17 |
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