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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-13 |
Branch Locations
44 South Broadway Suite 1801, White Plains,, NY 10601 • 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 | White Plains | NY | 06/1978 | Present |
| Nylife Securities Inc. | White Plains | NY | 02/1984 | Present |
| Eagle Strategies Corp | White Plains | NY | 05/2001 | Present |
| Brown Financial Services | White Plains | NY | 01/2012 | Present |
I AM ENGAGED IN BROKERING FIXED INSURANCE PRODUCTS FOR A VARIETY OF CARRIERS. I AM A REGISTERED INVESTMENT ADVISER REPRESENTATIVE OF EAGLE STRATEGIES LLC, A REGISTERED INVESTMENT ADVISER FIRM. I DEVOTE APPROXIMATELY FOUR HOURS PER MONTH TO INVESTMENT ADVISER-RELATED DUTIES. BROWN FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-16 |
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