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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 | 2026-01-05 |
| NY | RA | APPROVED | 2023-11-21 |
Branch Locations
5 Washington Square First Floor, Albany, NY 12205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Goldman Sachs | Latham | NY | 10/2014 | 04/2019 |
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 04/2019 | 01/2021 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 04/2023 |
| Securities America, Inc. | Albany | NY | 04/2023 | 08/2023 |
| Securities America Advisors | Albany | NY | 04/2023 | 08/2023 |
| Ny Life Securities Llc | Albany | NY | 10/2023 | Present |
| The Di Bella Financial Group Llc | Albany | NY | 09/2023 | Present |
| Eagle Strategies Llc | Albany | NY | 11/2023 | Present |
OBA Type: Insurance Brokering Lines of Insurance: Life Insurance (fixed); Health Business Address: 191 Whitehall Rd, Albany NY 12209 Name of Outside Business Activity: Insurance Brokering Brief Description: Offer non New York Life Products Start Date: 10/2023 Role/Title: Insurance Broker Compensation: Yes; Commission Total # of Hours per Month: 0 Total # of Hours per Month during securities trading hours: 0 Please note - Insurance Broker was applied by accident. I do not intend to renew.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-29 |
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