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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-29 |
| PA | RA | APPROVED | 2017-05-03 |
| TX | RA | APPROVED | 2017-05-03 |
Branch Locations
1113 Admiral Peary Way Suites A And B, Philadelphia, PA 19112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bala Cynwyd | PA | 10/2009 | Present |
| Nylife Securities Llc | Bala Cynwyd | PA | 03/2011 | Present |
| Barilotti Wealth Strategies, Llc | Philadelphia | PA | 05/2011 | Present |
| Barilotti Wealth Strategies & Insurance Solutions, Llc | Philadelphia | PA | 02/2014 | Present |
| Eagle Strategies Llc | Philadelphia | PA | 05/2017 | Present |
[INSURANCE BROKERING; DBA BARILOTTI WEALTH STRATEGIES, LLC; 255 S. 17TH ST., SUITE 2703, PHILADELPHIA, PA. 19103;START DATE; 5/23/11; BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1819 JOHN F. KENNEDY BLVD SUITE 360 PHILADELPHIA PA 19103; COMMISSIONS; INVESTMENT RELATED; 40 HRS. PER MONTH] [OPERATING UNDER THE DBA NAME OF BARILOTTI WEALTH STRATEGIES & INSURANCE SOLUTIONS, LLC (CA USE ONLY) FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; PHILADELPHIA, PA; START DATE: 02/2014]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-05 |
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