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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-10-09 |
| WY | RA | APPROVED | 2025-10-09 |
Branch Locations
333 W Boulevard Suite 301 & 303, Rapid City, SD 57701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Global Investors | Des Moines | IA | 01/2011 | 02/2025 |
| Principal Life Insurance Company | Rapid City | SD | 03/2025 | 09/2025 |
| Principal Securities Inc | Rapid City | SD | 03/2025 | 09/2025 |
| Old Hall Green Wealth | Rapid City | SD | 04/2025 | 09/2025 |
| Nylife Securities Llc | Casper | WY | 09/2025 | Present |
| New York Life Insurance | Casper | WY | 09/2025 | Present |
| Eagle Strategies Llc | Rapid City | SD | 10/2025 | Present |
| Old Hall Green Wealth | Rapid City | SD | 10/2025 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 4202 Rosemary Lane, Rapid City, SD, 57702; start 09/2025; commissions; 2 hours per month, 2 hours during securities trading hours; insurance related][West River Estate and Financial Planning Council; The WREFPC provides monthly seminars from May to September on topics related to financial planning. Council members consist of CPAs, attorneys and financial advisors; P.O Box 2396, Rapid City, SD 57709; Start Date 09/2025; Role/Title: Board Member; Investment Related; 4 hours per month; 4 hours per month during securities trading hours; select speakers] [OPERATING UNDER THE DBA NAME OF OLD HALL GREEN WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (RAPID CITY, SD); START DATE: 10/2025][Foundation for Financial Planning; pro bono financial planning services to individuals who do not have the resources to pay for financial guidance ; 1425 K Street NW, Suite 602. Washington DC, 20005; Start Date 01/2026; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-27 |
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