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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 11/2022 | Present |
| New York Life Insurance Company | Waltham | MA | 07/2022 | Present |
| Loomis Sayles | Boston | MA | 01/2012 | 06/2018 |
| Legacy Enterprises | Somerville | MA | 06/2018 | 07/2022 |
| Eagle Strategies Llc | Waltham | MA | 03/2023 | Present |
[The Legacy Enterprises LLC (Dormant); 84 Broadway #3, Somerville MA 02145; start 06/2018; owner; 0 hours; no compensation; non-investment related] [Volo Boston; Coed Adult Social Sports League; 119 Braintree St #1640, Allston, MA 02134; Start Date 02/2024; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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