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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2007-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Cedar Rapids | IA | 06/2000 | Present |
| Kaestner - Shaw Financial Group | Cedar Rapids | IA | 01/2007 | 04/2017 |
| Eagle Strategies Llc | Cedar Rapids | IA | 01/2007 | Present |
| Kaestner - Shaw Financial Group | Atkins | IA | 08/2024 | Present |
[Coaching; volunteer; non investment related; start date 08/2004; 10 hours per week; football and baseball coach; 13 Main ST Newhall IA] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 84 Main Ave Atkins, IA 52206; Start Date 08/2023; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KAESTNER - SHAW FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ATKINS IA; START DATE: 08/2024]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-08 |
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