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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 08/2009 | Present |
| New York Life Insurance Co | Waltham | MA | 03/2009 | Present |
| Eagle Strategies Llc | Hyannis | MA | 08/2014 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1555 IYANNOUGH ROAD, HYANNIS MA 02601; START DATE 06/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 3 HOURS PER MONTH; 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-07 |
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