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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
5700 Main Street, Williamsville, NY 14221-5858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Williamsville | NY | 03/2011 | Present |
| New York Life Insurance Co | Williamsville | NY | 07/2010 | Present |
| Earmark Legacy Partners | Williamsville | NY | 01/2017 | Present |
| Eagle Strategies Llc | Williamsville | NY | 06/2019 | Present |
| Stoll And Weller Insurance Services And Financial Group, Llc | Lockport | NY | 05/2023 | Present |
[INSURANCE BROKERING; BROKERING INSURANCE THROUGH DIFFERENT COMPANIES; 6400 MAIN STREET SUITE 110 WILLIAMSVILLE NY 14221; START DATE 04/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF EARMARK LEGACY PARTNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WILLIAMSVILLE, NY; START DATE: 01/2017] [OPERATING UNDER THE DBA NAME OF STOLL AND WELLER INSURANCE SERVICES AND FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; LOCKPORT NY; START DATE: 05/2023][Earmark Development LLC ; Rental property; 5700 Main Street Williamsville, NY 14221; Start Date 03/2023; Role/Title: Owner; Investment Related; 10 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-16 |
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