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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-27 |
Branch Locations
4450 Belden Village St Nw Suite 501, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Distributors Llc | White Plains | NY | 05/2019 | 01/2020 |
| Nylife Distributors Llc | Alpharetta | GA | 10/2013 | 03/2019 |
| New York Life Insurance Company | Independence | OH | 05/2019 | Present |
| Nylife Securities Llc | Independence | OH | 03/2020 | Present |
| New York Life Insurance Company | Alpharetta | GA | 08/2009 | 03/2019 |
| Eagle Strategies Llc | Independence | OH | 10/2020 | Present |
| Eagle Wealth Partners Llc D/B/A Lifetime Wealth Partners | Canton | OH | 06/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 576 Broad Hollow Road, Melville NY 11747; Start 07/2013; 10 hours per month, 8 during securities trading hours; Commissions] [OPERATING UNDER THE DBA NAME OF EAGLE WEALTH PARTNERS LLC D/B/A LIFETIME WEALTH PARTNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CANTON, OH; START DATE: 06/2021]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-25 |
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