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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 | 2025-10-23 |
| VA | RA | APPROVED | 2018-06-11 |
Branch Locations
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Vienna | VA | 08/2014 | Present |
| Nylife Securities Llc | Vienna | VA | 09/2014 | Present |
| Eagle Strategies Llc | Vienna | VA | 06/2018 | Present |
| Modern Wealth Strategies, Llc | Vienna | VA | 09/2019 | 08/2026 |
| Blueprint For Financial Success | Vienna | VA | 12/2025 | Present |
[The American College of Financial Services; The Alumni Association supports a the alumni community through service and philanthropy. The American College Alumni Association Board of Advisors aid the Alumni Relations staff by serving on Recruitment & Recognition committee.; 630 Allendale Rd, King of Prussia, PA 19406; Start Date 11/2020; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Identify industry professionals who might be candidates for recognition for career achievements] [OPERATING UNDER THE DBA NAME OF B&H FINANCIAL SERVICES, INC. D/B/A Blueprint for Financial Success FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Associate; VIENNA, VA; START DATE: 12/2025][BNI - Business Network International ; Visitor Host-business networking organization designed to help members grow their businesses through a structured "referral-only" system, where only one person per profession is allowed in each local chapter.; 7950 Jones Branch Drive, McLean, VA 22102; Start Date 04/2026; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 8075 Leesburg Pike, Ste. 400, Vienna VA 22182; Start Date 09/2019; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-09 |
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