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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-25 |
| AK | RA | APPROVED | 2016-12-16 |
Branch Locations
188 W Northern Lights Blvd Suite 1300, Anchorage, AK 99503 • United States
Anchorage, AK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Anchorage | AK | 08/2001 | Present |
| Sound Financial | Anchorage | AK | 04/2005 | Present |
| Eagle Strategies Llc | Anchorage | AK | 12/2016 | Present |
[Insurance Brokering; OPERATING UNDER THE DBA NAME OF SOUND FINANCIAL; FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; 188 W. Northern Lights Blvd., Suite 1300 Anchorage, AK 99503; Start Date 04/2005; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [Anchorage Gospel Rescue Mission; Provide food and shelter to Anchorage homeless.; 2823 E. Tudor Rd Anchorage, AK 99507; Start Date 07/2017; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; president/check signer]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-04 |
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