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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-02 |
| NY | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bubble Boy Car Wash | East Amherst | NY | 06/2018 | 06/2022 |
| Basil Ford | Buffalo | NY | 06/2022 | 09/2022 |
| Dicks Sporting Goods | North Olmsted | NY | 09/2023 | 04/2024 |
| New York Life | Buffalo | NY | 10/2022 | Present |
| Nylife Securities Llc | Williamsville | NY | 09/2024 | Present |
| Williamsville Schools | Williamsville | NY | 09/2014 | 05/2020 |
| Eagle Strategies Llc | Williamsville | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-17 |
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