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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-09 |
| PA | RA | APPROVED | 2022-09-30 |
| TX | RA | APPROVED | 2022-09-30 |
Branch Locations
3000 Atrium Way Suite 330, Mount Laurel, NJ 08054-3929 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Bala Cynwyd | PA | 03/2009 | Present |
| Nylife Securities Llc | Bala Cynwyd | PA | 01/2012 | Present |
| Eagle Strategies Llc | Philadelphia | PA | 09/2022 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 231 St Asaphs Rd, Ste 641, Bala Cynwyd, PA 19004; Start Date 05/2018; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Rental Property; I want to rent out my duplex property; 4824 Longshore Ave Philadelphia PA 19135; Start Date 06/2026; Role/Title: Owner; Investment Related; 10 hours per month; 5 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-14 |
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