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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-20 |
Branch Locations
225 West Station Square Drive Suite 300, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Pittsburgh | PA | 02/2022 | Present |
| Nylife Securities Llc | Pittsburgh | PA | 05/2022 | Present |
| Unemployed | Pittsburgh | PA | 01/2022 | 01/2022 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2019 | 12/2021 |
| Kahala Brands | Pittsburgh | OR | 05/2019 | 08/2019 |
| The Ohio State University | Columbus | OH | 08/2015 | 05/2019 |
| The Ohio State University | Columbus | OH | 06/2017 | 02/2019 |
| Eagle Strategies Llc | Pittsburgh | PA | 12/2023 | Present |
| Pi Lamdba Phi - Ohio State Chapter | Aliquippa | PA | 01/2024 | 08/2025 |
[Insurance Brokering; Brokering insurance products outside New York Life's suite of products; 225 W Station Sq Dr Suite 300 Pittsburgh, PA 15219; Start Date 09/2024; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Rental Property; purchasing residential properties to rent them out; 2509 Kane Rd Aliquippa, PA 15001; Start Date 09/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent][Accessible Prosthetics Initiative; Board of Directors; 2277 Summit St Columbus, OH 43202; Start Date 02/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; create API's strategic goals, and work with the executive team to implement said goals][Healthy Beaver Vending LLC; owning and operating food vending machines; 201 Western Ave Beaver, PA 15009; Start Date 07/2026; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-06 |
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