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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-07 |
| NJ | RA | APPROVED | 2025-03-06 |
Branch Locations
595 E Swedesford Road Suite 300, Wayne, PA 19087 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bala Cynwyd | PA | 03/2010 | Present |
| Nylife Securities Llc | Bala Cynwyd | PA | 08/2012 | Present |
| Karalius & Associates Insurance And Financial Services, Llc | Wayne | PA | 03/2025 | Present |
| Eagle Strategies Llc | Wayne | PA | 03/2025 | Present |
| Accessible Home Health Care Of The Main Line | Ardmore | PA | 09/2023 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 595 E Swedesford Rd Suite 300 Wayne, PA 19087; Start Date 08/2024; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Karalius & Associates Insurance and Financial Services, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WAYNE PA; START DATE: 03/2025] [Jean and John Pizzi LLC; LLC is my grandparents property that was passed down/it was placed in an LLC for estate planning purposes/I purchased all shares of the LLC 09/01/25 and renamed the LLC back to my grandparents name; 1025 W Lancaster Avenue Bryn Mawr PA 19010; Start Date 11/2023; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Responsible for property taxes, insurance premiums, licensing fees and maintenance/repairs.] [Accessible Home Health Care of The Main Line ; Caregiver.; 344 Ardmore Ave, Ardmore PA 19003; Start Date 09/2023; Role/Title: Employee; Not Investment Related; 120 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-19 |
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