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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1998-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Wellesley | MA | 06/1993 | Present |
| Nylife Securities Llc | Wellesley | MA | 08/1993 | Present |
| Dean Financial Group Llc | Waltham | MA | 04/2007 | Present |
| Eagle Strategies Llc | Waltham | MA | 09/2001 | Present |
[BROKERING OF NON-NEW YORK LIFE REGISTERED PRODUCTS. (DBA DEAN FINANCIAL GROUP LLC) BROKER W/NON NYL COMPANIES; NOT INVESTMENT RELATED; 800 SOUTH STREET SUITE 600 WALTHAM, MA; BROKERING NON NYL PRODUCTS; AGENT; OCTOBER 2006 START DATE; 2 HOURS PER MONTH] [CYRISK, INC.; Software security business; 223 HEADQUARTERS ROAD; ERWINNA, PA 18920; Start Date 04/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; Investor][Atomus KCP Investment Holding LLC; Kitchen and bathroom remodeling business. ; 161 High Road; Newbury, MA 01951; Start Date 05/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; Kitchen and bathroom remodeling business.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-24 |
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