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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2007-07-25 |
Branch Locations
6901 Rockledge Drive Suite 500, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Solutions Group | Bethesda | MD | 05/2020 | Present |
| New York Life Insurance Co. | Bethesda | MD | 02/1993 | Present |
| Nylife Securities Inc. | Bethesda | MD | 02/1994 | Present |
[I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 7/2002] [NYLARC Holding Company, Inc; reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ALPHA SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BETHESDA, MD; START DATE: 05/2020]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-07 |
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