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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| ND | RA | APPROVED | 2022-06-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsl Financial | Raleigh | NC | 07/2016 | 07/2017 |
| New York Life Insurance Company | Schaumburg | IL | 03/2017 | Present |
| Nylife Securities Llc | Schaumburg | IL | 08/2017 | Present |
| Eagle Strategies Llc | Schaumburg | IL | 03/2022 | Present |
[O'Leary Family Foundation; My father is setting up a charity in which we donate Turkey's to various churches and homeless shelters during Thanksgiving.; 11 Rogers St South Boston MA 02127; Start Date 06/2018; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-06 |
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