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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-19 |
Branch Locations
3000 Atrium Way Suite 330, Mount Laurel, NJ 08054 • United States
Mullica Hill, NJ • United States
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 | Mt. Laurel | NJ | 09/2013 | Present |
| New York Life Insurance Company | Mt. Laurel | NJ | 07/2013 | Present |
| Simple Financial Solutions, Llc | Lafayette Hill | PA | 09/2020 | Present |
| Eagle Strategies Llc | Lafayette Hill | PA | 07/2023 | Present |
| Karalius & Associates Insurance And Financial Services, Llc | Laurel | NJ | 06/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;1419 Swan Lane Mullica Hill NJ 08062; Start Date 03/2019; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SIMPLE FINANCIAL SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LAFAYETTE HILL, PA; START DATE: 09/2020] [OPERATING UNDER THE DBA NAME OF Karalius & Associates Insurance and Financial Services, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; LAUREL NJ; START DATE: 06/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-17 |
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