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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-27 |
Branch Locations
22 Steeple Street Suite 2041, Mashpee, MA 02649 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 08/2023 | Present |
| New York Life Insurance Company | Waltham | MA | 04/2023 | Present |
| Artistic Grounds | Marstons Mills | MA | 02/2023 | 05/2023 |
| Rite Solutions Inc | Middletown | RI | 01/2022 | 05/2022 |
| Salve Regina University | Newport | RI | 09/2018 | 05/2022 |
| Artistic Grounds | Marstons Mills | MA | 05/2019 | 05/2023 |
| Unemployed | Cotuit | MA | 03/2019 | 04/2019 |
| Ryan Family Amusements | Barnstable | MA | 04/2017 | 02/2019 |
| Barnstable High School | Barnstable | MA | 09/2013 | 06/2018 |
| Eagle Strategies Llc | Mashpee | MA | 03/2025 | Present |
[Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 22 Steeple St Suite 2041 Mashpee, MA 02649; Start Date 09/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-04 |
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