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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-08-24 |
Branch Locations
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Vienna | VA | 04/2007 | Present |
| Nylife Securities Llc | Vienna | VA | 04/2007 | Present |
| B&H Financial Services, Inc. D/B/A Blueprint For Financial Succe | Vienna | VA | 06/2026 | Present |
| Eagle Strategiesl Llc | Vienna | VA | 08/2017 | Present |
APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS [OPERATING UNDER THE DBA NAME OF B&H FINANCIAL SERVICES, INC. D/B/A Blueprint for Financial Success FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; VIENNA VA; START DATE: 06/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-31 |
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