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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-21 |
| NY | RA | APPROVED | 2021-08-13 |
Branch Locations
1 Old Main St, Trumansburg, NY 14886 • United States
New York Life 737 Addison Road, Painted Post, NY 14870 • 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 Company | Fairport | NY | 09/1994 | Present |
| Nylife Securities Llc | Fairport | NY | 10/1994 | Present |
| H&H Financial Group Llc | Painted Post | NY | 10/2012 | Present |
| Eagle Strategies Llc | Horseheads | NY | 10/1998 | Present |
[CRESCENT LAKE CAMP GROUNDS; RENTAL OWNER; NOT INVESTMENT RELATED] [OPERATING UNDER THE DBA NAME OF H&H FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ROLE/TITLE: OWNER; ADDRESS: 737 ADDISON ROAD, PAINTED POST NY 14870; START DATE: 10/03/2012] [HHFG LLC; H&H Financial Group DBA- Profit and loss entity for payroll, employee benefits, and tax purposes.; 737 Addison Road, Painted Post, NY 14870; Start Date 12/2023; Role/Title: Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 737 Addison Road, Painted Post, NY 14870; Start Date 01/2026; Role/Title: Insurance Broker; Investment Related; 30 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-15 |
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