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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-11 |
Branch Locations
26 Century Hill Drive Suite 301, Latham, NY 12110 • United States
Troy, NY • 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 |
|---|---|---|---|---|
| St. Peter's Hospital | Albany | NY | 10/2019 | Present |
| New York Life Insurance Co | Latham | NY | 10/2020 | Present |
| Samaritan Hospital | Troy | NY | 12/2018 | 10/2019 |
| Paradise Valley Hospital | National City | CA | 06/2015 | 10/2018 |
| Unemployed | San Diego | CA | 11/2018 | 12/2018 |
| Nylife Securities Llc | Latham | NY | 06/2021 | Present |
| Eagle Strategies Llc | Latham | NY | 07/2023 | Present |
-St. Peter's Hospital -non investment related -315 S. Manning Blvd. Albany NY 12208 -healthcare -registered nurse -12/2018 -24 hrs/month -0 hours during securities trading hours -caring for patients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-16 |
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