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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 | 2026-02-03 |
| NY | RA | APPROVED | 2024-07-18 |
Branch Locations
285 Fulton Street 39Th Floor, New York, NY 11238 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concordia University-Portland | Portland | OR | 02/2016 | 12/2019 |
| Grand Canyon University | Phoenix | AZ | 05/2016 | 12/2019 |
| Smi Logistics Llc | Brooklyn | NY | 09/2018 | 12/2021 |
| New York Life Insurance Company | New York | NY | 11/2021 | Present |
| Nylife Securities Llc | New York | NY | 03/2022 | Present |
| Reveal Wealth | New York | NY | 05/2024 | 01/2026 |
| Eagle Strategies Llc | New York | NY | 07/2024 | Present |
[ NYS Attorney Emeritus volunteer program; Licensed Attorney. I'm a member of the NYS State Bar and just registered for NYS Attorney Emeritus volunteer program; 928 Fulton Street, Suite 152 Brooklyn, NY 11238; Start Date 12/2024; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours][Regis College; Adjunct instructor for certified financial planning courses; 235 Wellesley Street, Weston MA 02493; Start Date 08/2026; Role/Title: Educator/Instructor; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-30 |
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