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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Waltham | MA | 07/2007 | 04/2019 |
| Nylife Securities Llc | Waltham | MA | 07/2007 | 04/2019 |
| Eagle Strategies Llc | Waltham | MA | 11/2013 | 04/2019 |
| Penn Mutual Life Insurance Co | Horsham | PA | 04/2019 | 06/2020 |
| Hornor Townsend & Kent | Horsham | PA | 04/2019 | 06/2020 |
| Guardian Life Insurance Company | Middleton | MA | 07/2020 | 02/2024 |
| Park Avenue Securities | Middleton | MA | 07/2020 | 02/2024 |
| New York Life Insurance Co | Waltham | MA | 02/2024 | Present |
| Nylife Securities Llc | Waltham | MA | 04/2024 | Present |
| Eagle Strategies Llc | Waltham | MA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-12 |
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