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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
26 Century Hill Drive Suite 301, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albany Management | Clifton Park | NY | 03/2015 | 08/2018 |
| Walmart Dc | Johnstown | NY | 08/2018 | 06/2023 |
| Nylife Securities Llc | Latham | NY | 07/2023 | 12/2024 |
| New York Life Insurance Company | Latham | NY | 05/2023 | 12/2024 |
| Love City Church | Gloversville | NY | 09/2024 | Present |
| New York Life | Latham | NY | 01/2025 | Present |
| Eagle Strategies Llc | Latham | NY | 07/2026 | Present |
[Love City Church; Christian church; 521 N Main St, Gloversville, NY 12078; Start Date 09/2024; Role/Title: Employee; Not Investment Related; 32 hours per month; 0 hours per month during securities trading hours; scheduling volunteers for tasks during services, leadership development, monitoring supply inventory, communicating the direction and vision of the board and leaders to the volunteers, general management to uphold the standards set by the leadership Events] [Insurance Brokering; Offering non NYL products; 43 Fairmont Ave, Amsterdam, NY, 12010; Start Date 01/2025; Role/Title: Insurance Broker; Investment Related; 7 hours per month; 3 hours per month during securities trading hours; brokering non NYL products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
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