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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-03 |
| WA | RA | APPROVED | 2022-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Yakima | WA | 09/1988 | Present |
| Nylife Securities Inc. | Yakima | WA | 10/1988 | Present |
| Eagle Strategies Llc | Yakima | WA | 02/2022 | Present |
[INSURANCE BROKERING; LICENSED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSE OF SELLING NON REGISTERED PRODUCTS ; INSURANCE BROKER; INVESTMENT RELATED; START DATE 7/2002] [Rental Property; Condo - rental through an association. They collect the rents. They keep a portion and send me the rest. 60% to me 40% to association.; 1030 Desert Canyon Blvd Unit 303A Orondo, WA 98843; Start Date 07/2022; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Receive rents, association oversees bookings and collection of rental bookings][Yakima Estate Planning Council; Yakima Estate Planning Council; 316 E Yakima Ave Suite 201 Yakima WA 98901; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Vice President. Support the President role and give input on program/presenter's for meetings]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-01-03 |
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