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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 | 2023-01-30 |
| MA | RA | APPROVED | 2014-10-27 |
Branch Locations
308 West Central Street Suite A, Franklin, MA 02038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 06/2009 | Present |
| Nylife Securities Llc | Waltham | MA | 06/2009 | Present |
| Eagle Strategies Llc | Waltham | MA | 10/2014 | Present |
| Mcguire And Wright Financial Group Llc | Bridgewater | MA | 10/2017 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; commissions; investment related] [OPERATING UNDER THE DBA NAME OF MCGUIRE AND WRIGHT FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BRIDGEWATER, MA; START DATE: 10/2017] [NYLARC holding company inc.; re insuring the life insurance that I right 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] [Medway Youth Softball; i help coach and develop 6 - 8 year old girls for softball.; 155 village st medway, ma 02053; Start Date 10/2021; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-27 |
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