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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-28 |
| VA | RA | APPROVED | 2023-09-28 |
Branch Locations
6905 Rockledge Drive Suite 900, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bethesda | MD | 07/2017 | Present |
| New York Life Insurance Company | Bethesda | MD | 02/2017 | Present |
| Onemain Financial | Manassas | VA | 01/2013 | 02/2017 |
| Eagle Strategies Llc | Bethesda | MD | 09/2023 | Present |
[Rental Property; Residential Rental Property Rental Property; 15951 Canada Goose Loop Woodbridge VA 22191; Start Date 02/2022; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-06 |
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