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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-22 |
Branch Locations
225 West Station Square Drive Suite 300, Pittsburgh, PA 16226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Pittsburgh | PA | 04/2014 | Present |
| New York Life Insurance Co | Pittsburgh | PA | 04/2014 | Present |
| Olenych Financial Group | Pittsburgh | PA | 06/2020 | 01/2023 |
| Eagle Strategies Llc | Pittsburgh | PA | 09/2021 | Present |
| Ruby Financial Group | Pittsburgh | PA | 01/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;225 West Station Square Dr. Suite 300 Pittsburgh, PA 15219; Start Date 11/2019; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RUBY FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED (ASSOCIATE); PITTSBURGH, PA; START DATE: 01/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-29 |
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