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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-13 |
| RI | RA | APPROVED | 2022-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amg Distributors Inc | Stamford | CT | 03/2016 | 10/2019 |
| Mml Investors Services, Llc | Warwick | RI | 04/2021 | 06/2022 |
| Mass Mutual Life Insurance Company | Warwick | RI | 05/2021 | 06/2022 |
| Path One Group, Llc | Westport | CT | 11/2019 | 04/2021 |
| Eagle Strategies Llc | New York | NY | 10/2022 | Present |
| Nylife Securities Llc | New York | NY | 10/2022 | Present |
| New York Life Insurance Company | New York | NY | 08/2022 | Present |
[Beacon Studios LLC; Technology LLC that builds AI chat assistants for local restaurants.; 455 Scituate Ave Cranston, RI 02921; Start Date 04/2026; Role/Title: Owner; Not Investment Related; 24 hours per month; 0 hours per month during securities trading hours; Business development (identifying new clients, conducting demos on the tech), Client onboarding, technology development and maintenance (building, deploying, and maintaining the AI chat assistant tech for each client), and billing invoices.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-09 |
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