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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-30 |
Branch Locations
595 E. Swedesford Road Suite 300, Wayne, PA 19087 • United States
West Chester, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bala Cynwyd | PA | 06/2017 | Present |
| New York Life Insurance Company | Bala Cynwyd | PA | 09/2016 | Present |
| Saint Joseph's University | Philadelphia | PA | 08/2014 | Present |
| Eagle Strategies Llc | Bala Cynywd | PA | 09/2020 | Present |
[Immaculate Heart of Mary Parish; Confirmation Catechist. Teach 8th graders about religion and confirmation at Immaculate Heart of Mary Parish Sacristan and Eucharistic Minister - assist priest during mass; 4701 Weldin Rd Wilmington, DE 19803; Start Date 09/2018; Role/Title: Catechist and Sacristan; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 555 E City Ave Ste 800 Bala Cynwyd, PA 19004; Start Date 08/2021; Role/Title: Agent; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Freelance Musician; Percussionist for hire. Play in primarily jazz setting (music clubs, country clubs, performances); 890 S Matlack St Apt 401 West Chester PA 19382; Start Date 10/2018; Role/Title: Independent Contractor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Playing music for various groups and bands] [Westtown Thornbury Republican Committee At large member for the township Republican committee. No voting power; 15 S Church St West Chester, PA 19382; Start Date 12/2025; Role/Title: Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; help candidates get elected] [Immaculate Heart of Mary School Advisory Board; Advisory board for Immaculate Heart of Mary School; 4701 Weldin Rd Wilmington, DE 19803; Start Date 05/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-07 |
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