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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-25 |
Branch Locations
209 Highpoint Drive 3Rd Fl. Suite 310, Victor, NY 14564 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ny Life Ins. Co. | Rochester | NY | 07/1972 | Present |
| Nylife Securities Inc. | Fairport | NY | 09/1982 | Present |
| Eagle Strategies Corp | Fairport | NY | 08/2007 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; START DATE 09/2002]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-11 |
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