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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Waltham | MA | 09/2010 | Present |
| Nylife Securities, Llc | Waltham | MA | 12/2010 | Present |
| Eagle Strategies Llc | Waltham | MA | 03/2025 | Present |
[RENTAL PROPERTY; MY WIFE BOUGHT A 2 UNIT PROPERTY THAT WE WILL BE LIVING AT. WE WILL LIVE IN ONE AND RENT THE OTHERS, AS RENTAL PROPERTY; 173 ELM ST. BRAINTREE, MA 02184; START DATE 06/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 2 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 Rd. Waltham, Ma 02451; Start Date 03/2016; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-18 |
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