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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-22 |
| MD | RA | APPROVED | 2022-05-26 |
Branch Locations
6903 Rockledge Dr Ste 620, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ast Investor Services, Llc | Brooklyn | NY | 05/2014 | 04/2017 |
| Nylife Securities Llc | New York | NY | 05/2017 | 06/2020 |
| New York Life Insurance Co | New York | NY | 04/2017 | 06/2020 |
| Strategic Financial Associates | Bethesda | MD | 06/2020 | Present |
| Nylife Securities Llc | Bethesda | MD | 10/2020 | Present |
| Eagle Strategies Llc | Bethesda | MD | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-18 |
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