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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 10/2010 | Present |
| Nylife Securties Llc | Waltham | MA | 10/2010 | Present |
| Ritchie Financial, Llc | Waltham | MA | 03/2014 | 01/2017 |
| Eagle Strategies Llc | Waltham | MA | 08/2015 | Present |
| True North Financial Partners, Llc | Waltham | MA | 10/2016 | 07/2024 |
[Insurance Brokering; I broker outside insurance through different carriers. ; 201 Jones Road, Suite 625, Waltham, MA 02451; Start Date 04/2014; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Horizon Kinetics Equity opportunity fund class D and CLASS K; The investment funds invests in varying forms of cryptocurrencies; Kinetics Advisers LLC Judy Yellin 470 Park Ave South 4th Floor New York, NY 10016; Start Date 09/2017; Role/Title: limited partner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Valen Way Investors LLC; Joint ownership of a house; no income from these current properties, we use them ourselves and do not rent them out.; PO Box 50 Lexington, MA 02420; Start Date 03/2019; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Federal Lane Partners LLC; Joint ownership of a house; LLC has no income.; PO Box 50 Lexington, MA 02420; Start Date 03/2019; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Fontaine Financial and Insurance; I have registered with Massachusetts a Sole Proprietorship for accounting and tax purposes. ; 201 Jones Rd Suite 625 Waltham, MA 02451; Start Date 09/2019; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Horizon Kinetics Class H; Passive investment in private equity; 470 Park Avenue South New York, NY 10016; Start Date 04/2024; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-04 |
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