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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-30 |
Branch Locations
Cornerstone Financial Group, 29 Samoset Street, Plymouth, MA 02360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 02/2023 | Present |
| New York Life Insurance Company | Waltham | MA | 12/2022 | Present |
| Rockland Trust Company | Middleboro | MA | 02/2019 | 02/2023 |
| Pet Recess Inc. | Lakeville | MA | 09/2018 | 02/2019 |
| Fisher Agencies Of American Income Life | Mansfield | MA | 05/2015 | 08/2018 |
| Eagle Strategies Llc | Plymouth | MA | 06/2023 | Present |
| Cornerstone Financial Group Llc | Plymouth | MA | 09/2023 | Present |
[OPERATING UNDER THE DBA NAME OF CORNERSTONE FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (PLYMOUTH, MA); START DATE: 09/2023] [Networking Group USA; This is a closed networking group like BNI; PO Box 301 Halifax, MA 02338-0301; Start Date 03/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; chapter leader. My roll is to host the meetings and help new members learn how to network and build connections.][Recovering Moms Helping Moms; It's a program that helps moms in recovery, to get back on their feet and provide resources.; 5 Main St Ext #202, Plymouth, MA 02360; Start Date 07/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours set up conferences]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-14 |
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