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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix Power Llc | Palm Beach Gardens | FL | 10/2020 | 09/2024 |
| Blue Raven Solar | Orem | UT | 07/2017 | 10/2020 |
| Ion Solar | Provo | UT | 08/2016 | 07/2017 |
| College Neighbors | Elon | NC | 03/2015 | 03/2017 |
| New York Life Insurance Company | Waltham | MA | 09/2024 | Present |
| Nylife Securities Llc | Waltham | MA | 12/2024 | Present |
| Eagle Strategies Llc | Waltham | MA | 04/2025 | Present |
| Atlantic Planning Group, Llc Dba Atlantic Planning Group | Waltham | MA | 06/2025 | Present |
[Courtney & Co. LLC; Not investment related; 1144 CRYSTAL DRIVE PALM BEACH GARDENS, FL 33418; My wife's online fitness coaching business; Manager, just for helping with back-end business support.; start 05/2023; 1hr/ month, 0 during securities trading hours; back-end business tasks.][Atlantic Planning Group; Registered Investment Advisor; 201 Jones Rd Suite 620, Waltham MA 02451; Start Date 11/2024; Role/Title: Independent Contractor; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ATLANTIC PLANNING GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; 201 Jones Rd Suite 620, Waltham MA 02451; START DATE: 06/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
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