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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 05/2014 | Present |
| New York Life Insurance Company | Waltham | MA | 05/2014 | Present |
| Eagle Strategies Llc | Waltham | MA | 03/2015 | Present |
[SAINT KATHRYN'S PARISH; MEMBER OF THE FINANCE COMMITTEE; 6 DRACUT ROAD, HUDSON, NH 03051; START DATE 01/2015; ROLE/TITLE: VOLUNTEER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NFTs/Digital Art; non-fungible tokens, linked to the cryptocurrency blockchain; No address; Start Date 01/2022; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [TrendsxWilson; retail clothing and accessories which are designed and uploaded using Etsy as the "storefront"; 10 Blossom Street, Tyngsboro, MA 01879; Start Date 11/2023; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; create the designs and upload them to Etsy]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-26 |
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