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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Bala Cynwyd | PA | 02/2015 | Present |
| Nylife Securities Llc | Bala Cynwyd | PA | 02/2015 | Present |
| Calafati Financial Group | Harleysville | PA | 10/2015 | Present |
| Eagle Strategies Llc | Harleysville | PA | 01/2018 | Present |
[OPERATING UNDER THE DBA NAME OF CALAFATI FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; HARLEYSVILLE, PA ; START DATE: 10/2015] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1130 Bateman Drive, Phoenixville, PA 19460; Start Date 10/2018; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-27 |
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