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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-14 |
| IA | RA | APPROVED | 2009-11-09 |
Branch Locations
3720 Queen Ct Sw Suite 4, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Cedar Rapids | IA | 06/1999 | Present |
| Nylife Securities Inc. | Cedar Rapids | IA | 07/1999 | Present |
| Eagle Strategies Llc | Cedar Rapids | IA | 11/2009 | Present |
| Your Vision Financial Group | Cedar Rapids | IA | 05/2012 | Present |
[Insurance Brokering; Appointed with various insurance carriers for the purpose of brokering non-registered products.; 3720 Queen Court SW, Suite 4, Cedar Rapids, Iowa 52404; Start Date 05/2024; Role/Title: Insurance Broker; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF YOUR VISION FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS and brokering through GAs Brokerage Solutions, and Rohrer & Associates;3720 QUEENS ST SW STE 4 CEDAR RAPIDA IA 52404; START DATE 05/2012; INVESTMENT RELATED] [GREG'S MISSION; 1471 PALISADES DRIVE, CORALVILLE, IOWA 52241; START DATE 05/2015; ROLE/TITLE: OFFICER; NOT INVESTMENT RELATED; 4 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE] [Right At Home; We are the navigator of what comes next for seniors and adults with disabilities. These are the people who work behind the scenes to bring you and your loved ones the highest caliber of in-home care.; 2616 1st Ave NE Cedar Rapids, IA 52402; Start Date 07/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; President]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-08 |
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