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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-21 |
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
503 Clinton Street Box 36, Fayetteville, NY 13066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Syracuse | NY | 05/1985 | Present |
| Nylife Securities Inc. | Fairport | NY | 06/1986 | Present |
| Eagle Strategies Llc | Fayetteville | NY | 05/2009 | Present |
| Murphy Financial Group | Fayetteville | NY | 01/2019 | Present |
| Eagle Strategies Llc | Fayetteville | NY | 10/2020 | Present |
[Upstate Foundation Professional Advisory Board; Upstate University Hospital Foundation Board; 750 E. ADAMS Street Syracuse, NY 13210; Start Date 11/2017; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Meetings 2x per quarter to provide information on community and understanding what is important with community and perspective of the organization] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; START DATE 09/2007] [OPERATING UNDER THE DBA NAME OF MURPHY FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FAYETTEVILLE, NY; START DATE: 01/2019]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-30 |
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