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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
| NY | RA | APPROVED | 2026-07-14 |
Branch Locations
26 Century Hill Drive Suite 301, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Datto, A Kaseya Company | Rochester | NY | 05/2016 | 08/2023 |
| Wealth Strategies Group | Latham | NY | 08/2023 | Present |
| Nylife Securities Llc | Latham | NY | 11/2023 | Present |
| Eagle Strategies Llc | Latham | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-27 |
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