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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-29 |
Branch Locations
6905 Rockledge Drive Suite 900, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami Health Services Inc. | Hollywood | FL | 04/2014 | 06/2017 |
| For Care Inc. | Ellicott City | MD | 07/2017 | 03/2023 |
| New York Life Insurance Company | Bethesda | MD | 05/2023 | Present |
| Nylife Securities Llc | Bethesda | MD | 12/2023 | Present |
| Eagle Strategies Llc | Bethesda | MD | 08/2024 | Present |
[Cherry Blossom LLC; Educational and Marketing Consulting; 2943 Poland Springs Drive Ellicott City MD 21042; Start Date: 02/2022; Role/Title: Partner; Not investment related; 1 hour per month; 0 hours per month during securities trading hours; Consult on general marketing strategy - Consult on building personal brand in FB social media] [For C.A.R.E. Inc; Providing educational events for sunburns prevention among kids; 2943 Poland Springs Drive Ellicott City MD 21042; Start Date: 02/2017; Role/Title: Director; Not investment related; 5 hours per month; 0 hours per month during securities trading hours; Organizing the events with soccer schools and camps] [Rental Property; Townhouse in Columbia. Residential rental property; 9243 Pirates Cove, Columbia, MD, 21046 ; Start Date 07/2024; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6905 Rockledge Drive STE 910, Bethesda, MD, 20878; Start Date 09/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Rental Property - 3816 Sugarloaf Pkwy; Residential Rental Property; 3816 Sugarloaf Pkwy, Urbana, MD, 21704; Start Date 07/2026; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-11 |
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