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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED_RES | 2023-06-23 |
Branch Locations
333 Bridge Street Nw Suite 600, Grand Rapids, MI 49504 • United States
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 | Okemos | MI | 01/2002 | Present |
| Eagle Strategies Llc | Grand Rapids | MI | 02/2006 | Present |
| Nylife Securities Llc | Okemos | MI | 03/2002 | Present |
INVESTMENT REALTED BROKERAGE FOR INSURANCE AND INVESTMENTS. 5 HOURS A WEEK DURING TRADING HOURS, 7 TOTAL. I AM A REGISTERED INVESTMENT ADVISER REPRESENTATIVE OF EAGLE STRATEGEIS CORP. A REGISTERED INVESTMENT ADVISER FIRM. I DEVOTE APPROXIMATELY 10 HOURS PER MONTH TO INVESTMENT ADVISER-RELATED DUTIES. INSURANCE BROKER. I AM A REGISTERED INVESTMENT ADVISER REPRESENTATIVE OF EAGLE STRATEGIES CORP., A REGISTERED INVESTMENT ADVISER FIRM. I DEVOTE APPROXIMATELY 10 HOURS PER MONTH TO INVESTMENT ADVISER-RELATED DUTIES. BROKER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-16 |
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