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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-13 |
Branch Locations
100 Northfield Drive Suite 200, Windsor, CT 06095 • United States
Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Stratford | CT | 01/2017 | Present |
| New York Life Insurance Company | Stratford | CT | 09/2013 | Present |
| Uber Rides | San Francisco | CA | 05/2018 | Present |
| Grant Financial Solutions, Llc | Stratford | CT | 09/2021 | Present |
| Eagle Strategies Llc | Windsor | CT | 01/2026 | Present |
[Uber driver; Requested rides through uber app; 1455 Market St San Francisco, CA 94103; Start Date 06/2018; Role/Title: driver; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours] [West Indian Foundation; Non profit organization; 32 Wintonbury Ave Bloomfield CT 06002; Start Date 02/2020; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; board member duties] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 38 Stanwood St, Hartford CT 06106; Start Date 04/2021; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GRANT 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; STRATFOR, CT; START DATE: 09/2021] [InterComunity Health Care; InterCommunity, Inc. is a FQHC (Federally Qualified Health Center). A community health center provides same-day primary care services as well as being a Alcohol & Drug Recovery Center within the greater Hartford Community. ; 287 Main St #281, East Hartford, CT 06118; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Community initiative to create healthy dialog for those with substance abuse and mental health]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-06 |
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