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201 Jones Road Suite 620, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-11 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Southern College | Lakeland | FL | 06/2012 | 06/2017 |
| Phoenix Power | Raleigh | NC | 06/2017 | 04/2022 |
| New York Life Insurance Company | Boston | MA | 04/2022 | Present |
| Nylife Securities Llc | Boston | MA | 06/2022 | Present |
| Eagle Strategies Llc | Waltham | MA | 01/2023 | Present |
| Atlantic Planning Group | Waltham | MA | 04/2023 | Present |
[Atlantic Planning Group, LLC; Registered Investment Adviser; 201 Jones Road, Waltham, MA, 02451; Start Date 03/2023; Role/Title: Member; Investment Related; 160 hours per month; 120 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ATLANTIC PLANNING GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (WALTHAM, MA); START DATE: 04/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
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