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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-11-03 |
Branch Locations
1555 Lyannough Road 2Nd Fl, Hyannis, MA 02601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Hyannis | MA | 12/2013 | Present |
| New York Life Insurance Co | Hyannis | MA | 11/2013 | Present |
| Eagle Strategies Llc | Hyannis | MA | 10/2020 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through GA First American insurance underwriters; 460 Hillside Ave, Needham Ma 02494; Start Date 02/2020; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-06 |
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