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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | New York | NY | 06/1999 | 03/2018 |
| Cortex Advisors, Llc | New York | NY | 10/2020 | 12/2021 |
| Academy Consulting | New York | NY | 04/2018 | 10/2020 |
| Credit Suisse Securities (Usa) Llc | New York | NY | 05/2022 | 09/2024 |
| Academy Consulting | Port Washington | NY | 01/2022 | 04/2022 |
| Self Employed | Port Washington | NY | 10/2024 | 04/2025 |
| New York Life Insurance Company | Melville | NY | 05/2025 | Present |
| Nylife Securities Llc | Melville | NY | 06/2025 | Present |
| Eagle Strategies Llc | Melville | NY | 08/2026 | Present |
[Equitus Corporation; Large Data Analytics; 2170 Rainbow Drive, Clearwater, Pinellas, FL 33765; start 06/2018; 0 hours per month; passive investment; investment related] [CS Venture Vivodyne SPV, LLC; Passive Investment; Medical data analytics; 801 Walnut Street, Suite 775, Philadelphia, PA 19106; start 01/2025; 0 hours per month; investment related] [CS Venture Opportunities Fund, L.P.; Passive Investment; Venture Capital Fund; 11 South Trail, Darien, CT 06820; Start 03/2022; 0 hours per month; investment related] [Next 100 LLC; passive investment; Investment in property for a golf driving range; 291 Port Washington Boulevard, Port Washington, NY 11050; start 06/2018; 0 hours per month; investment related]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-03 |
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