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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Com | Rye | NY | 07/2011 | 01/2020 |
| Nylife Securities Llc | Rye | NY | 07/2011 | 01/2020 |
| Eagle Strategies Llc | White Plains | NY | 06/2012 | 01/2020 |
| Massmutual | New York | NY | 01/2020 | 08/2022 |
| Mml Investors Services | New York | NY | 02/2020 | 08/2022 |
| Secrian Financial Services Inc | St Paul | MN | 09/2022 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 09/2022 | 08/2023 |
| Allied Wealth Partners | New York | NY | 09/2022 | 01/2024 |
| Cetera Advisor Networks Llc | New York | NY | 08/2023 | 01/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 01/2024 |
| New York Life Insurance Company | Saddlebrook | NJ | 02/2024 | Present |
| Nylife Securities Llc | Saddle Brook | NJ | 01/2025 | Present |
| Eagle Strategies Llc | Edison | NJ | 06/2025 | Present |
[Renewal Residual Commission; insurance related; 379 Thornall Street, 8th Floor, Edison, NJ 08837; Insurance Broker; start 02/2024; 0 hours per month; Insurance Broker]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-09 |
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