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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 | 2022-01-10 |
| NY | RA | APPROVED | 2021-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Comp. | Dewitt | NY | 11/2007 | Present |
| Nylife Securities, Llc | Dewitt | NY | 07/2009 | Present |
| Eagle Strategies Llc | New York | NY | 02/2011 | Present |
| Crystal Clear Financial Group Llc | Dewitt | NY | 07/2012 | Present |
| Medicare Aligned, Llc | Dewitt | NY | 05/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products 5788 Widewaters Parkway, De Witt, NY 13214; Start Date 07/2012; Role/Title: Owner; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DEWITT, NY; START DATE: 07/2012] [OPERATING UNDER THE DBA NAME OF Medicare Aligned, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DEWITT NY; START DATE: 05/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-19 |
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