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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Yakima | WA | 09/2015 | 09/2018 |
| Principal Financial Services Corporation | Yakima | WA | 09/2015 | 09/2018 |
| Nylife Securities Llc | Yakima | WA | 10/2018 | Present |
| New York Life Insurance Co | Yakima | WA | 09/2018 | Present |
| Eagle Strategies Llc | Yakima | WA | 01/2019 | Present |
[KTN Thermal Dynamics; Make automotive parts that reduce heat.; 382 Formherz Dr Yakima WA 98908; Start Date 08/2018; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Serve on the advisory board. Provide advice] [IDEA - Central Asian Harvest Project; International Development Education Associates. Teaches farmers how to grow apples and vegetables.; 7852 South Elati St. Suite 202 Littleton CO 80120; Start Date 03/2004; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;serve on the Central Asian harvest project - Meet once a year and travel to Kazakhstan] [Apple Tree Nursery Consulting; Consult as Independent Contractor with two Nursery's regarding propagation techniques.; 382 Formherz Dr Yakima WA 98908; Start Date 02/2013; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Calvary Chapel Church elder board; 1021 South 40th AVE #7 Yakima WA 98902; Start Date 10/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][WASHINGTON State Insurance Commissioner office; the Washington State Insurance commissioners office has asked me to sit in a day and 1/2 session to give feed back into the State's processes for the licensing of Life and Disability in Washington State. This is only a one time event. ; 5000 Capital BLVD SE, Tumwater, WA 98501; Start Date 11/2024; Role/Title: Volunteer; Investment Related; 8 hours per month; 8 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-23 |
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