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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-20 |
Branch Locations
100 Northfield Dr Ste 200, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Windsor | CT | 10/2012 | Present |
| New York Life | Windsor | CT | 10/2010 | Present |
| Allen Financial Group | Windsor | CT | 06/2014 | 06/2021 |
| Eagle Strategies Llc | Windsor | CT | 05/2025 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; 360 BLOOMFIELD AVE SUITE 402 WINDSOR CT 06095; START DATE 06/2014; ROLE/TITLE: ASSOCIATE ADVISOR; INVESTMENT RELATED; 40 HOURS PER MONTH; 25 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Alzheimer's Association of CT; Raising money for research. Services for those affected include patients, caregivers, and family members of those diagnosed. All efforts are to raise awareness, raise funds for research, and provide resources; 200 Executive Blvd., Suite 4B, Southington, CT 06489; Start Date 09/2012; Role/Title: Committee Chair; Not Investment Related; 10 hours per month; 1.5 hours per month during securities trading hours] [Bay Area Boat Club LLC dba CareFree Boat Club; membership boating club; 1 East Main St. Clinton, CT 06413; Start Date 07/2016; Role/Title: Owner; Not Investment Related; 15 hours per month; 2 hours per month during securities trading hours; Investing, overseeing activities on Saturdays, making marketing decisions]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-03 |
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