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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2006-01-05 |
Branch Locations
N474 Eisenhower Dr Suite C, Appleton, WI 54915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Inc. | Appleton | WI | 06/1994 | Present |
| New York Life Insurance | Appleton | WI | 06/1994 | Present |
| Vista Financial Strategies Llc | Appleton | WI | 05/2007 | Present |
| Eagle Strategies Llc | Appleton | WI | 01/2006 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS] [VISTA FINANCIAL STRATEGIES, LLC;2201 E ENTERPRISE AVE., STE 103, APPLETON, WI 54913; DBA WILL BE USED FOR ALL BUSINESS: DISABILITY, HEALTH, LIFE, LONG TERM CARE INSURANCE, FIXED & IMMEDIATE ANNUITIES; STARTED MAY, 2007; INVESTMENT RELATED] [SCHEER'S SUGAR SHACK,LLC; PRODUCTION AND DISTRIBUTION OF MAPLE SYRUP; 8445 SHADY LANE, SRING WI 54174; START DATE 10/2013; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 40 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Wisconsin Potato & Vegetable Growers Association, Inc. - Associate Division ; To help foster and promote various functions of the potato & vegetable industry.; 700 5th Avenue, Antigo, WI 54409; Start Date 07/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; attending meetings and assisting with the fundraising events and trade show as needed.]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-03-23 |
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