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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-13 |
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
6700 Lincoln Avenue, Lockport, NY 14094 • United States
4616 Buffalo Road, Erie, PA 16510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Company | Buffalo | NY | 12/1998 | Present |
| Nylife Securities Inc. | Williamsville | NY | 03/1999 | Present |
| Eagle Strategies | Williamsville | NY | 01/2011 | Present |
| Weller, Rusert And Stoll, Llc | Lockport | NY | 04/2015 | 11/2017 |
| Stoll And Weller Insurance Services And Financial Group, Llc | Lockport | NY | 11/2017 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; start date 06/2002] [MUSICIAN; independent contractor; non investment related; 16 KINGSTON CIRCLE, LOCKPORT, NY 14094; 5 HOURS/MONTH, NONE DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF STOLL AND WELLER INSURANCE SERVICES AND FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LOCKPORT, NY; START DATE: 11/2017] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life.; 51 Madison Avenue, New York, NY 10010; Start Date 10/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-19 |
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