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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-04 |
Branch Locations
255 Route 17K, Newburgh, NY 12550 • United States
300 Westage Drive Suite 130 Fishkill, Ny 12524 Suite 130 , Fishkill, NY 12524 • 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 | New Windsor | NY | 09/2014 | Present |
| New York Life Insurance Co | New Windsor | NY | 12/2013 | Present |
| Goel Financial | New Windsor | NY | 10/2018 | Present |
| Eagle Strategies Llc | New Windsor | NY | 12/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products and through Advisors Insurance Brokers; 460 Temple Hill Rd New Windsor, NY 12553; Start Date 10/2018; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Real Estate Investment; I am investing in a fix up house that is to be sold; 231 Broughton Avenue, Bloomfield, NJ 07003; Start Date 02/2021; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GOEL FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW WINDSOR, NY; START DATE: 10/2018][BNI Gateway; Individuals get together to network once a week. There is no financial component to this. ; 460 Temple Hill Rd New Windsor, NY 12553; Start Date 09/2025; Role/Title: President; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; chapter president[Goel Management Group; Group is set up to hire staff and pay agent expenses for things such as seminars, events, payroll, etc.; 4 Old Creek Rd Newburgh, NY 12550; Start Date 10/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 4 hours per month during securities trading hours; president]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-13 |
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