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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 | 2023-03-06 |
| MA | RA | APPROVED | 2018-05-21 |
Branch Locations
201 Jones Road 5Th Floor, Waltham, MA 02451 • United States
Arlington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 02/2009 | Present |
| New York Life Insurance Company | Waltham | MA | 12/2008 | Present |
| Eagle Strategies Llc | Waltham | MA | 05/2018 | Present |
| Real Financial Strategies & Solutions, Llc | Waltham | MA | 09/2019 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 201 Jones Road, Waltham, MA; Start Date 04/2016; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF REAL FINANCIAL STRATEGIES & SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALTHAM, MA; START DATE: 09/2019] [Rental Property; Income deriving from ownership in real estate. Real Estate Income; 3608 Ocean Terrace Lavallette NJ 08735; Start Date 03/2021; Role/Title: Owner; Investment Related; 12 hours per month; 5 hours per month during securities trading hours; All activities but limited to obtaining and maintaining an inhabitable piece of real estate that has a high turnover of summer tenants.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-20 |
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