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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
Branch Locations
1050 Hingham Street 3Rd Floor, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunrun | Shrewsbury | MA | 02/2017 | 07/2023 |
| New York Life Insurance Company | Waltham | MA | 05/2023 | Present |
| Nylife Securities Llc | Waltham | MA | 03/2024 | Present |
| Vinifera Imports | Stoughton | MA | 01/2012 | 01/2017 |
| Eagle Strategies Llc | Waltham | MA | 02/2025 | Present |
[Notary Public; Notary Public of Massachusetts; 1050 Hingham St. 3rd Floor. Rockland, MA 02370; Start Date 10/2025; Role/Title: Notary Public; Not Investment Related; .1 hours per month; 1 hours per month during securities trading hours][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1050 Hingham st. 3rd Floor Rockland, Ma 02370; Start Date 02/2026; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-04 |
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