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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Berwyn | PA | 03/2009 | Present |
| Nylife Securities Llc | Berwyn | PA | 06/2009 | Present |
| Veritas Financial | Ardmore | PA | 09/2012 | Present |
| Eagle Strategies Llc | Media | PA | 09/2015 | Present |
[Rental Property; 1030 E. Lancaster Ave, #823, Rosemont, PA 19010; Start Date: 01/2010; Role/Title: Owner; Investment Related] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 100 West Front Street, Media, PA, 19063; Start Date: 09/2012; Role/Title: Insurance Broker; Investment related; 8 hours per month] [OPERATING UNDER THE DBA NAME OF VERITAS FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ARDMORE, PA; START DATE: 09/2017] [The Institute For Behavior Change; Provides services for children with disabilities.; 120 E. Uwchlan Ave., #202, Exton, PA 19341; Start Date 05/2019; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-15 |
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