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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-05 |
| MO | RA | APPROVED | 2014-08-06 |
Branch Locations
Three City Place Drive Suite 690, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Creve Coeur | MO | 11/2011 | Present |
| Nylife Securities Llc | Creve Coeur | MO | 01/2012 | Present |
| Eagle Strategies Llc | St. Louis | MO | 08/2014 | Present |
| Kalibr, Llc D/B/A Kalibr | Creve Coeur | MO | 03/2017 | 01/2018 |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 1 City Place Dr. #260 St. Louis, MO 63141; Start Date 12/2014; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [Perhacs Financial Strategies, LLC; business expenses payments; 3 City Place Drive Suite 690 Creve Coeur, MO 63141; Start Date 07/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; legal filings]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-10 |
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