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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED_RES | 2022-07-05 |
| MA | RA | APPROVED | 2005-11-16 |
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 |
|---|---|---|---|---|
| Third / 3Rd Financial Partners, Llc | Andover | MA | 10/2018 | 02/2026 |
| Eagle Strategies Llc | Wellesley | MA | 11/2005 | Present |
| Nylife Securities Llc | Wellesley | MA | 02/1999 | Present |
| New York Life Insurance Company | Wellesley | MA | 01/1999 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 10/2006] [Tim Leahy Spiritual Direction; Having completed the Spiritual Direction Certificate Program at Merrimack College, I will meet with people, typically for an hour or so each month to discuss their spirituality and their relationship with God as they understand the sacred.; 291 Main Street, West Newbury, MA 01985; Start Date 06/2025; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 8 hours per month during securities trading hours; schedule and prepare meetings to help people access and deepen their relationship with God through conversation and reflection on the experiences of their life and how they relate to their relationship with God. I will be part of a peer supervision group]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-10 |
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