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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-13 |
Branch Locations
555 East City Avenue Suite 800, Bala Cynwyd, PA 19004 • 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 | 02/2016 | Present |
| Nylife Securitues Llc | Bala Cynwyd | PA | 05/2016 | Present |
| Eagle Strategies Llc | Bala Cynwyd | PA | 09/2022 | Present |
[Crescent Foundation (SCD) ; We are a solutions-focused organization with the sole purpose of serving the (SCD) community healthcare system.; 3000 Chestnut St Unit 7945 Philadelphia, PA 19101-0237; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;participating in sponsorship & fundraising for the organizations ongoing initiatives, being involved on a committee, contributing to annual board member assessments and helping develop a a governance structure with other board members for the organization]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-08 |
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