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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keurig Dr Pepper | Frisco | TX | 02/2013 | 10/2023 |
| Nylife Securities Llc | Waltham | MA | 04/2024 | Present |
| New York Life Insurance Company | Waltham | MA | 01/2024 | Present |
| Eagle Strategies Llc | Waltham | MA | 08/2024 | Present |
| Fairway Group, Llc | Waltham | MA | 07/2025 | Present |
[OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (WALTHAM, MA); START DATE: 07/2025] [BNI - SouthShore Networkers ; This is the BNI networking group I am a part of. I have taken a leadership seat at Education coordinator. ; 400 Washington St, Braintree, MA, 02184; Start Date 04/2026; Role/Title: Educator/Instructor; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-24 |
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