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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 10/2017 | Present |
| New York Life Insurance Company | Waltham | MA | 06/2017 | Present |
| Boston College | Chestnut Hill | MA | 08/2013 | 05/2017 |
| Unemployed | South Boston | MA | 05/2017 | 06/2017 |
| Eagle Strategies Llc | Waltham | MA | 04/2021 | Present |
| Fort Independence Financial & Insurance | Waltham | MA | 11/2022 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 201 Jones Road, 5th floor Waltham, MA 02451; Start Date 01/2021; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FORT INDEPENDENCE FINANCIAL & INSURANCE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALTHAM, MA; START DATE: 11/2022]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-06 |
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