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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-02 |
| TX | RA | APPROVED_RES | 2021-01-21 |
| MA | RA | APPROVED | 2000-02-27 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1998-08-23 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
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 | 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 |
[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]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-28 |
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