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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 07/2014 | Present |
| New York Life Insurance Company | Waltham | MA | 06/2014 | Present |
| Eagle Strategies Llc | Waltham | MA | 05/2023 | Present |
| Harding Financial & Insurance | Waltham | MA | 06/2023 | 11/2025 |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;; 460 Hillside Ave, Needham, MA 02494; Start Date 08/2018; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Notary Public; Notarize documents; Not applicable; Start Date 01/2019; Role/Title: Notary; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-28 |
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