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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-07 |
Branch Locations
New York Life 229 E. Main Street Suite B, Palmyra, NY 14522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Strategies Corp | Fairport | NY | 11/2003 | Present |
| New York Life Insurance Company | Fairport | NY | 04/2003 | Present |
| Nylife Securities Inc | Fairport | NY | 05/2003 | Present |
| Santelli Financial Group, Llc | Palmyra | NY | 10/2015 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 229 E main st suite B Palmyra, NY 14522; Start Date 01/2006; Role/Title: Insurance Broker; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SANTELLI FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PALMYRA, NY; START DATE: 10/2015] [Fire Art LLC; I'm a certified pyrotechnician for shooting professional firework shows. This would consist of only a couple of shows per year.; 1812 Schilling Rd Palmyra NY 14522; Start Date 08/2016; Role/Title: Independent Contractor; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Anthony Poselovich Memorial Foundation; board member; start date 08/2013; PO Box 1123 Fairport, NY 14450; 10 hours per month-1 during sec hours; This a not for profit and we help assist families with children who have cancer with medical needs, death expenses and family activities; help make decisions on approving applications for families in need,Help organize fundraising for the foundation]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-03 |
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