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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-08 |
Branch Locations
1407 Eisenhower Blvd Ste 301, Johnstown, PA 15904 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | Johnstown | PA | 10/2014 | 09/2016 |
| Nylife Securities Llc | Pittsburgh | PA | 11/2016 | Present |
| New York Life Insurance Co | Pittsburgh | PA | 10/2016 | Present |
| Enterprise Ventures Corporation | Johnstown | PA | 01/2016 | 08/2017 |
| Ponchione Financial Group | Johnstown | PA | 04/2017 | 04/2018 |
| Anderson Financial Solutions | Johnstown | PA | 08/2018 | Present |
| Eagle Strategies Llc | Johnstown | PA | 12/2025 | Present |
[Insurance Brokering / Brokering insurance products as needed / 1407 Eisenhower Blvd. St. 301 Johnstown PA 15904 / Non Investment Related / Paid by commissions / 09/2016 / Insurance Broker / 10 hours - 10 during trading hours] [OPERATING UNDER THE DBA NAME OF ANDERSON FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; JOHNSTOWN, PA; START DATE: 08/2018] [Anderson Financial Strategies - Dormant; Not using the DBA name but wanted to secure the name in the event I ever wanted to use it.; 1407 Eisenhower Blvd. Suite 301 Johnstown PA 15904; Start Date 10/2019; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-22 |
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