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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 09/2009 | Present |
| Nylife Securities Llc | Waltham | MA | 12/2009 | Present |
| Eagle Strategies Llc | Waltham | MA | 05/2021 | Present |
[Westwood Chinese School PTO President; President of Parents and Teachers' organization at Westwood Chinese School; 200 Nahatan St. Westwood, MA 02090; Start Date 09/2019; Role/Title: Volunteer; Not Investment Related; 10 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; 201 Jones Road, 5th Fl, Waltham, MA 02451; Start Date 09/2023; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Newton Chinese Language School; Bilingual Chinese teacher. Teaching Chinese to grade students; F.A.Day Middle School, 21 Minot Place, Newton, MA 02460; Start Date 09/2026; Role/Title: Educator/Instructor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-18 |
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