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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-12-20 |
Branch Locations
1 disclosure category 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 | Tucson | AZ | 11/2001 | Present |
| Nylife Securities Llc | Tucson | AZ | 12/2001 | Present |
| Eagle Strategies Llc | Tucson | AZ | 12/2017 | Present |
| Anchor Financial Solutions Group Llc | Tucson | AZ | 02/2018 | 04/2026 |
[RENTAL PROPERTY; INVESTMENT-RELATED; 8880 CANEBRAKE PL, TUCSON AZ 85743; OWNERSHIP OF RENTAL PROPERTY; PARTNER; START DATE IS NOVEMBER 1ST, 2011; LESS THAN 1 HOUR PER MONTH] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; One S. Church Ave. Ste. 2200 Tucson, AZ 85701; Start Date 05/2017; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-14 |
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