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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-07 |
| NY | RA | APPROVED | 2026-04-08 |
Branch Locations
900 Stewart Ave Suite 260, Garden City, NY 11530 • United States
2 disclosure categories 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 | Toledo | OH | 03/2022 | 01/2026 |
| Mcalister Insurance Agency | Toledo | OH | 01/2022 | 07/2022 |
| Senior Life Services | Vero Beach | FL | 08/2021 | 01/2022 |
| Blue Beam Llc | Toledo | OH | 07/2014 | 07/2022 |
| Nylife Securities Llc | Toledo | OH | 02/2023 | 01/2026 |
| Bj's Market Llc | Toledo | OH | 05/2025 | 09/2025 |
| Eagle Strategies Llc | Perrysburg | OH | 06/2025 | 01/2026 |
| Mml Investors Services, Llc | Garden City | NY | 03/2026 | Present |
| Massmutual Life Insurance Company | Garden City | NY | 03/2026 | Present |
(1) NAME: BLUE BEAM LLC INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: LLC FOR REAL ESTATE AND ASSET OWNERSHIP POSITION: OWNER/MANAGING DIRECTOR START DATE: 7/14/2014 NO. HR/MO: 3 NO. HR/MO DURING SEC TRADING: 0 DUTIES: PORTFOLIO REVIEW, BUYING AND SELLING OF PROPERTY (2) NAME: FRANK SWISHER INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: MUSIC PRODUCTION/ ENTERTAINMENT FIGURE POSITION: OWNER START DATE: 1/1/2026 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DUTIES: ENTITY FOR MUSIC PRODUCTION AND SOCIAL MEDIA PERSONALITY (3) NAME: HOPE ALLIANCE LLC INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: LLC FOR GROUP HOME POSITION: OWNER/MANAGING PARTNER START DATE: 12/22/2025 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DUTIES: OVERSEE AND MANAGE OPERATIONS (4) NAME: TOLEDO PUBLIC SCHOOLS FOUNDATION INV REL: N ADDR: 1609 N. SUMMIT STREET, TOLEDO, OH 43604 NATURE: NON-PROFIT POSITION: BOARD DIRECTOR START DATE: 4/14/2026 NO. HR/MO:1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: GUIDE STRATEGY, SUPPORT FUNDRAISING, AND ENSURE RESOURCES ARE USED EFFECTIVELY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-19 |
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