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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Pittsburgh | PA | 10/2016 | Present |
| New York Life Insurance Co | Pittsburgh | PA | 09/2016 | Present |
| Beechwoods Financial Solutions | Falls Creek | PA | 03/2024 | Present |
| Eagle Strategies Llc | Falls Creek | PA | 12/2025 | Present |
[Beechwoods Real Estate LLC; Beechwoods Real Estate LLC owns the office building we are housed in, as well as the apartment above it.; 52 Main St Falls Creek, PA 15840; Start Date 10/2018; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 52 Main St Falls Creek PA 15840; Start Date 06/2020; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BEECHWOODS FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (FALLS CREEK, PA); START DATE: 03/2024]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-18 |
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