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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 | 2017-06-19 |
| MA | RA | APPROVED | 2014-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 05/2011 | Present |
| Nylife Securities Llc | Waltham | MA | 06/2011 | Present |
| Eagle Strategies Llc | Waltham | MA | 04/2014 | Present |
| Prowealth Llc | Waltham | MA | 06/2020 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Real Estate Investing; Buying, holding, and selling Real Estate; 225 Fallon Rd. #103 Stoneham, MA, 02180; Start Date 10/2019; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Boys & Girls Club of Greater Salem; An organization that provides save and productive after school environment and programs for underprivileged young people.; 29 Highland Ave, Salem, MA 01970; Start Date 02/2020; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Mortgage Deed Loan; Loaned 50K to a real estate project . Secured loan with a Mortgage deed. One time private placement- mortgage loan; 225 fallon rd stoneham ma 02180; Start Date 01/2020; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PROWEALTH, 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: 06/2020] [M&S Payroll, LLC; Solely to provide payroll for our staff; 201 Jones Road, 5th floor Waltham MA 02451; Start Date 11/2022; Role/Title: Partner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; manage expenses][Huawei Technologies Stock; Private Equity passive investing; 50 Bopete Ln Tewksbury MA 01876; Start Date 12/2024; Role/Title: Passive Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-20 |
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