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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2016-01-13 |
Branch Locations
300 Westage Drive Suite 130 , Fishkill, Ny , NY 12524 • 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 |
|---|---|---|---|---|
| New York Life Insurance | Newburgh | NY | 06/1979 | Present |
| Nylife Securities Inc. | New Windsor | NY | 08/1982 | Present |
| Eagle Strategies Llc | New Windsor | NY | 01/2009 | Present |
| Eagle Strategies Llc | New Windsor | NY | 01/2016 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; start date 1995; APPROXIMATELY 10 HOURS PER MONTH WITH 5 HOURS PER MONTH DURING SECURITY TRADING HOURS] [REAL ESTATE EXPRESS; EXAM MONITOR; start date 11/2010] [NOTARY PUBLIC; PROVIDE NOTARIZATION OF SIGNATURES; 41 SILO LANE, MIDDLETOWN, NY 10940; START DATE 10/1988; ROLE/TITLE: OTHER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE; 100% OWNERSHIP OF THIS SOLE PROPRIETORSHIP] [New York Annual Conference of the United Methodist Church; Leading worship, bible study, prayer groups, etc.; 20 Soundview Ave, White Planins, NY 10606; Start Date 07/2023; Role/Title: Pastor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Finseca-NY; A professional association serving the financial advisor community.; 17 Elk Street Suite 3, Albany, NY 12207; Start Date 11/2020; Role/Title: Board Member; Investment Related; 3 hours per month; 0 hours per month during securities trading hours;Work with other board members to support advisors] [Preacher; Leading a worship Service; 41 Silo Lane, Middletown, NY 10940; Start Date 07/2023; Role/Title: Independent Contractor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; When requested, I lead a worship service][Town of Wallkill Zoning Board of Appeals; We hear requests for variances or interpretations of the zoning law.; 99 Tower Dive, Middletown, NY 10941; Start Date 11/2024; Role/Title: Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; hear requests for variances or interpretations of the zoning law]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-15 |
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