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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-02
TX RA APPROVED_RES 2021-01-21
MA RA APPROVED 2000-02-27
  • FL RA
    APPROVED
    Since 2023-10-02
  • TX RA
    APPROVED_RES
    Since 2021-01-21
  • MA RA
    APPROVED
    Since 2000-02-27

Branch Locations

201 Jones Road 5Th Floor, Waltham, MA 02451 • United States

Atlantic Planning Group, Llc

201 Jones Road Suite 620, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 1998-08-23
  • MA RA
    APPROVED
    Since 1998-08-23

Branch Locations

201 Jones Road Suite 620, Waltham, MA 02451 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life New York NY 12/1995 Present
Nylife Securities Inc. Waltham MA 02/1996 Present
Atlantic Planning Group, Llc Waltham MA 08/1998 Present
Eagle Strategies Corp Waltham MA 01/2000 Present
  • 12/1995 → Present
    New York Life
    New York, NY
  • 02/1996 → Present
    Nylife Securities Inc.
    Waltham, MA
  • 08/1998 → Present
    Waltham, MA
  • 01/2000 → Present
    Eagle Strategies Corp
    Waltham, MA
Other Businesses

[ATLANTIC PLANNING GROUP, LLC - REGISTERED INVESTMENT ADVISOR FIRM 201 JONES ROAD SUITE 620 WALTHAM, MA 02451 FINANCIAL PLANNING PARTNER 2/1998 FULL TIME PREPARE FINANCIAL PLANS, PRESENT, AND MONITOR FOR CLIENTS] [OPERATING UNDER THE DBA NAME OF ATLANTIC PLANNING GROUP LLC FOR THE PURPOSE OF FINANCIAL PLANNING, SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 201 JONES RD STE 620 WALTHAM MA 02451] [Cryptocurrency Investment; I would like to purchase some cryto currency. If NYL thinks it's a good investment, why shouldn't I own some.; 50 Causeway Street, Apt 2714, Boston, MA 02114; Start Date 02/2021; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; buying and selling crypto currency][Battersby Family Irrevocable Trust dtd 7/2/2024; Family Trust account; 201 Jones Road, Suite 620 Waltham, MA 02451; Start Date 07/2024; Role/Title: Trustee; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; trustee]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-09-28
  • S63 Uniform Securities Agent State Law Examination
    1987-09-28
Designations
Other Names
  • Christopher Wells Battensby
  • Chris Battersby

View on SEC IAPD

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