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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| MA | RA | APPROVED | 2025-06-18 |
| CT | RA | APPROVED | 2025-06-10 |
| RI | RA | APPROVED | 2025-06-10 |
Branch Locations
201 Jones Rd 5Th Floor, Waltham, MA 02451 • United States
1301 Atwood Ave Suite 306N, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Johnston | RI | 05/2024 | Present |
| M&T Bank | Norwich | CT | 02/2019 | 05/2024 |
| Three Rivers Community College | Norwich | CT | 09/2018 | 05/2022 |
| Montville High School | Montville | CT | 09/2013 | 06/2018 |
| Nylife Securities Llc | Johnston | RI | 01/2025 | Present |
| Salem Valley Farms Ice Cream | Salem | CT | 05/2017 | 09/2017 |
| Subway | Montville | CT | 09/2017 | 02/2019 |
| Eagle Strategies Llc | Johnston | RI | 06/2025 | Present |
[BZLisle LLC; vending machine business; Not investment related; 68 Thermos Ave #321, Norwich CT 06360; Vending machine operator; Owner; Sole member/manager; start 11/9/2022; 2 hours per month, 0 hours during trading hours; Take inventory, restock, maintain cash, place machine, ] [Notary public; Not investment related; 68 Thermos Ave #321 Norwich CT 06360; Notary; start 06/2023; 0 hours per month; Notarize documents - not active, not currently practicing]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-10 |
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