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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-10 |
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 |
|---|---|---|---|---|
| Park Home | Duncansville | PA | 07/2016 | 05/2017 |
| New York Life Insurance Co | Pittsburgh | PA | 05/2017 | Present |
| Nylife Securities Llc | Pittsburgh | PA | 12/2017 | Present |
| Fairways Laboratories | Altoona | PA | 11/2018 | 06/2019 |
| Eagle Strategies Llc | Duncansville | PA | 01/2022 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 311 14th Street PO Box 838 Duncansville PA 16635; Start Date 07/2021; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-27 |
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