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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2012-05-11 |
Branch Locations
106 East Babcock Street Suite 2A, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Edina | MN | 01/2008 | Present |
| Nylife Securities Llc | Edina | MN | 02/2008 | Present |
| Eagle Strategies Llc | Billings | MT | 05/2012 | Present |
[USA Hockey Official; as a USA ice Hockey Official I will be officiating youth through college hockey games.; 1923 298th Cres SE Fall City WA 98024; Start Date 11/2015; Role/Title: Educator/Instructor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Billings Ice Hockey Officials Association; Register Train and evaluate duly registered Hockey Officials.; 1215 3rd St W Billings, MT 59101; Start Date 08;Take minutes for the board and special meetings. Post all minutes into the system. Recruit and train scorekeepers; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [CFP Board Foundation for Financial Planning; PRO BONO VOLUNTEERING. CFP® professionals across the country provide free, no-strings-attached, financial advice to underserved people in need.; 6051 Canyonwoods Drive Billings, MT 59106; Start Date 10/2023; Role/Title: Volunteer; Investment Related; 6 hours per month; 0 hours per month during securities trading hours; CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. I will be providing guidance to those in need while helping them understanding basic financial planning. The CFP board through their foundation will be referring me people to help.][NAIFA Montana; The National Association of Insurance and Financial Advisors's membership promise is to Advocate. Educate. Differentiate.; 170 Nicholson Drive Kalispell, MT 59901; Start Date 01/2025; Role/Title: Board Member; Investment Related; 4 hours per month; 2 hours per month during securities trading hours; Share ideas, promote participation and facilite gathers for the organization]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-20 |
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