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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 20/20 Financial Advisers Of Daytona Beach, Llc | Ormond Beach | FL | 05/2010 | 09/2017 |
| Ameritas Investment Corp | Lincoln | NE | 08/2010 | 09/2017 |
| 20/20 Capital Management | Costa Mesa | CA | 11/2015 | 09/2017 |
| New York Life Insurance Co | Waltham | MA | 09/2017 | Present |
| Nylife Securities Llc | Waltham | MA | 11/2017 | Present |
| Eagle Strategies Llc | Waltham | MA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 1992-12-21 |
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