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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-17 |
Branch Locations
100 Witmer Road Suite 100, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Horsham | PA | 03/2008 | Present |
| New York Life | Horsham | PA | 10/2008 | Present |
| Eagle Strategies Llc | Horsham | PA | 10/2022 | Present |
| John Wilmer Wealth And Retirement, Llc | Horsham | PA | 04/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Start Date: 06/2012; Role/Title: Insurance Broker; Investment related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF John Wilmer Wealth and Retirement, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HORSHAM PA; START DATE: 04/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-12 |
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