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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-01-19 |
Branch Locations
3200 Cherry Creek South Drive Suite 700, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Denver | CO | 08/2001 | Present |
| Eagle Strategies Llc | Denver | CO | 01/2017 | Present |
[RENTAL PROPERTY; 7091 GRAPE STREET, COMMERCE CITY, CO 80022; START DATE: 04/2006; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Judi's House; Judi's House provides bereavement services for families that lose loved ones.; 1741 N. Gaylord Street, Denver, CO 80206; Start Date 08/2016; Role/Title: Board Member; Not Investment Related; 8 hours per month; 3 hours per month during securities trading hours][NAIFA; Board Member for NAIFA is the National Association for Insurance and Financial Advisors - it's an organization that provides resources and support for the financial services industry.; 600 State Street, Suite A Cedar Falls, IA 50613; Start Date 01/2025; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-21 |
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