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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-06-30
  • MA RA
    APPROVED
    Since 2023-06-30

Branch Locations

Cornerstone Financial Group, 29 Samoset Street, Plymouth, MA 02360 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2023 → Present
    Nylife Securities Llc
    Waltham, MA
  • 12/2022 → Present
    New York Life Insurance Company
    Waltham, MA
  • 02/2019 → 02/2023
    Rockland Trust Company
    Middleboro, MA
  • 09/2018 → 02/2019
    Pet Recess Inc.
    Lakeville, MA
  • 05/2015 → 08/2018
    Fisher Agencies Of American Income Life
    Mansfield, MA
  • 06/2023 → Present
    Plymouth, MA
  • 09/2023 → Present
    Cornerstone Financial Group Llc
    Plymouth, MA
Other Businesses

[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]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-14
  • S66 Uniform Combined State Law Examination
    2023-06-14
Other Names
  • Attar Chalif

View on SEC IAPD

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