Patrick Phelan

Current Employers

Employment History

• 08/2014 → Present
  Nylife Securities Llc
  Hyannis, MA
• 06/2014 → Present
  New York Life Insurance Co
  Hyannis, MA
• 06/2017 → Present
  Eagle Strategies Llc
  Hyannis, MA
• 09/2023 → 06/2026
  White Cap Financial And Insurance Services
  Eastham, MA
• 06/2026 → Present
  White Cap Financial
  Hyannis, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1555 Iyannough Rd, Hyannis, MA 02601; Start Date 07/2017; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Rental Property; We own a ski condo in Maine that we will offer for rental periodically throughout the year; 1055 Bridge Rd, Eastham, MA 02642; Start Date 06/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Estate Planning Council of Cape Cod; encourage estate planning, promote cooperation and foster a better understanding among the professions involved in estate planning, and to further the education capabilities of its members and community,; P.O. Box 1556, Hyannis, MA 02601; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; t on board to determine speakers/topics for luncheon, participate in strategic planning for the organization] [OPERATING UNDER THE DBA NAME OF WHITE CAP FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (HYANNIS, MA; START DATE: 06/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-08
• S63 Uniform Securities Agent State Law Examination
  2015-12-14