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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-12 |
Branch Locations
100 Saratoga Village Blvd Suite 36D, Malta, NY 12020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbmj Consulting | Ponte Verde Beach | FL | 04/2018 | 01/2022 |
| Waterfall Asset Management | New York | NY | 05/2014 | 03/2018 |
| New York Life Insurance Company | Latham | NY | 02/2022 | Present |
| Nylife Securities Llc | Latham | NY | 03/2022 | Present |
| The Di Bella Financial Group, Llc | Albany | NY | 07/2022 | 01/2025 |
| Eagle Strategies Llc | Albany | NY | 08/2022 | Present |
| Waterfall Wealth Solutions, Llc | Malta | NY | 01/2025 | 06/2025 |
| Post Time Wealth Solutions, Llc | Malta | NY | 06/2025 | Present |
[OPERATING UNDER THE DBA NAME OF POST TIME WEALTH SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (MALTA, NY); START DATE: 06/2025] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 800 Linden Ave Rochester, NY 14625; Start Date 03/2024; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-19 |
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