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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-16 |
| PA | RA | APPROVED | 2024-07-15 |
Branch Locations
1113 Admiral Peary Way Suites A And B, Philadelphia, PA 19112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manalapan Highschool | Manalapan | NJ | 09/2015 | 06/2019 |
| Monmouth Council | Englishtown | NJ | 06/2017 | 08/2018 |
| Walgreens | Englishtown | NJ | 02/2018 | 09/2019 |
| Ruoccos | Englishtown | NJ | 02/2019 | 02/2020 |
| Rutgers University - New Brunswick | New Brunswick | NJ | 09/2019 | 05/2023 |
| Unemployed | Elizabeth | NJ | 03/2020 | 07/2020 |
| Ruoccos | Englishtown | NJ | 08/2020 | 02/2022 |
| Johnson & Johnson Consumer Products | Skillman | NJ | 01/2022 | 07/2022 |
| New York Life Insurance Company | Bala Cynwyd | PA | 07/2023 | Present |
| Nylife Securities Llc | Bala Cynwyd | PA | 07/2023 | Present |
| Barilotti Wealth Strategies And Insurance Solutions Llc | Philadelphia | PA | 10/2023 | Present |
| Eagle Strategies Llc | Philadelphia | PA | 07/2024 | Present |
[OPERATING UNDER THE DBA NAME OF Barilotti Wealth Strategies and Insurance Solutions LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; PHILADELPHIA PA; START DATE: 10/2023] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non registered insurance products; The Navy Yard, 1113 Admiral Peary Way, Suites A and B, Philadelphia, PA 19112; Start Date 05/2026; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Insurance applications outside of NYL]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-11 |
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