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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services Inc. | Paramus | NJ | 12/2008 | 03/2017 |
| Mml Investors Services, Llc | Iselin | NJ | 03/2017 | 04/2020 |
| Massachusetts Mutual Life Insurance Company | Iselin | NJ | 07/2016 | 04/2020 |
| Axa Advisors Llc | New York | NY | 04/2020 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2020 | 04/2021 |
| Mm Tri State Break Away | Iselin | NJ | 08/2017 | 04/2020 |
| Jp Morgan Chase Bank, N.A. | Paramus | NJ | 04/2021 | 04/2021 |
| J.P. Morgan Securities Llc | Paramus | NJ | 04/2021 | 04/2022 |
| Virtus Wealth Solutions | Cranford | NH | 04/2022 | 11/2023 |
| Commonwealth Financial Network | Waltham | MA | 04/2022 | 11/2023 |
| Unemployed | Secaucus | NJ | 12/2023 | 02/2024 |
| New York Life | Edison | NJ | 02/2024 | Present |
| Nylife Securities, Llc | Edison | NJ | 03/2024 | Present |
| Eagle Stragies Llc | Edison | NJ | 09/2024 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 379 Thornall St Edison NJ 08837; start 02/2024; commissions; 1 hour per month, 0 hours during securities trading hours; insurance related]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-02 |
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