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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
Branch Locations
1700 West Park Drive Suite 250, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 07/2023 | Present |
| New York Life Insurance Company | Waltham | MA | 03/2023 | Present |
| Aldi | Keene | NH | 08/2014 | 03/2023 |
| Eagle Strategies Llc | Westborough | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
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