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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-26 |
| RI | RA | APPROVED | 2026-03-17 |
Branch Locations
1301 Atwood Ave Suite 306N, Johnston, RI 02919 • 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 02/2022 | Present |
| Texas Roadhouse | East Greenwich | RI | 02/2018 | 03/2022 |
| Banknewport | Middletown | RI | 06/2019 | 08/2019 |
| Rite Aid | Providence | RI | 06/2017 | 02/2018 |
| Unemployed | Unemployed | RI | 03/2017 | 05/2017 |
| Clarks Shoes | Providence | RI | 09/2016 | 02/2017 |
| Nylife Securities Llc | Waltham | MA | 05/2022 | Present |
| Eagle Strategies Llc | Waltham | MA | 03/2026 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1175 Pittsford Victor Rd # 110, Pittsford, NY 14534; Start Date 11/2024; Role/Title: Insurance Broker; Investment Related; 25 hours per month; 1 hours per month during securities trading hours][Millennial Rhode Island; A non-profit dedicated to hosting networking events for professionals in Rhode Island; 123 Dyer St, Providence, RI 02903; Start Date 04/2026; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; attend events]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-24 |
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