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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Imperial Holdings, Inc | Boca Raton | FL | 07/2006 | 10/2017 |
| Edison Risk | Delray Beach | FL | 08/2017 | 10/2019 |
| Onedrop Holdings, Llc | Chatham | MA | 10/2019 | 10/2024 |
| New York Life Insurance Company | Hyannis | MA | 10/2024 | 04/2025 |
| Nylife Securities, Llc | Hyannis | MA | 02/2025 | 04/2025 |
| Eagle Strategies Llc | Hyannis | MA | 04/2025 | 04/2025 |
| New York Life Insurance Company | Hyannis | MA | 05/2025 | 01/2026 |
| Nylife Securities, Llc | Hyannis | MA | 05/2025 | 01/2026 |
| Osaic Institutions, Inc. | Meriden | CT | 01/2026 | Present |
| Cape Cod Five | Hyannis | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-27 |
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