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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-04-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Hyannis | MA | 03/2011 | Present |
| New York Life Ins Company | Hyannis | MA | 11/2010 | Present |
| Orchard Financial Strategies & Insurance Services | Hyannis | MA | 10/2017 | Present |
| Eagle Strategies Llc | Mashpee | MA | 03/2022 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; insurance broker; investment related; start date 11/2010] [OPERATING UNDER THE DBA NAME OF ORCHARD FINANCIAL STRATEGIES & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HYANNIS, MA; START DATE: 10/2017] [Airbnb - Rental Property; cabin in Maine-rental; 4 Main St in Sangerville, ME 04479; Start Date 06/2022; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-11 |
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