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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-08-17 |
Branch Locations
5905 E Galbraith Rd Suite 4000, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Cincinnati | OH | 11/2008 | Present |
| Nylife Securities Llc | Cincinnati | OH | 11/2008 | Present |
| Eagle Strategies Llc | Cincinnatti | OH | 08/2012 | Present |
| Pi E3 Financial Collaborative | Cincinnati | OH | 07/2018 | Present |
[APPOINTED WITH VARIOUS COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; 8 HRS MONTH;8044 MONTGOMERY RD., STE 400W, CINTI OH 45236; INSURANCE BROKER ; INVESTMENT RELATED; START DATE 6/2012] [OPERATING UNDER THE DBA NAME OF PI E3 FINANCIAL COLLABORATIVE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CINCINNATI, OH; START DATE: 07/2018]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-28 |
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