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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-11 |
| PA | RA | APPROVED | 1999-07-07 |
Branch Locations
674 Philadelphia Street Suite 200, Indiana, PA 15701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Johnstonw | PA | 06/1979 | Present |
| Nylife Securities Inc. | Johnstown | PA | 08/1982 | Present |
| Eagle Strategies Llc | Indiana | PA | 01/1999 | Present |
[STRATEGIC PLANNING PARTNERS; SOLE PROPRIETORSHIP; START DATE 09/2004; THE BUSINESS ENGAGES IN COACHING AND PERSONAL SELF DEVELOPMENT; 6 HOURS PER QUARTER; MENTOR/COACH] [PHILADELPHIA COMMONS LLC;INVESTMENT RELATED;674 PHILADELPHIA STREET, INDIANA, PA; RENTAL REAL ESTATE; START DATE 05/2005] [APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 09/2002] [BCL RENTALS LLC; RENTAL PROPERTY HELD WITH 2 OTHER OWNERS.; 674 PHILADELPHIA STREET, INDIANA, PA 15701; START DATE 07/2014; ROLE/TITLE: DIRECTOR; INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Grace Church of Indiana; Chairperson of Mission's Committee. Member of Church Council. ; 712 Church Street, Indiana, PA 15701; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; et the agenda and run the monthly meetings to review church committee financials.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-05 |
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