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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2020-09-04 |
Branch Locations
2 disclosure categories 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 Insurance Company | Omaha | NE | 07/2000 | Present |
| Legacy Financial Group | Grand Island | NE | 04/2005 | 01/2023 |
| Nylife Securities Llc | Omaha | NE | 09/2000 | Present |
| Eagle Strategies Llc | Omaha | NE | 09/2020 | Present |
| Skiles Financial Services | Alma | NE | 03/2025 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS AND THROUGH GA Brokers Clearing House; INSURANCE BROKER; INVESTMENT RELATED; START DATE 6/2006] [OPERATING UNDER THE DBA NAME OF Skiles Financial Services FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ALMA NE; START DATE: 03/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-29 |
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