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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-22 |
| MN | RA | APPROVED | 2014-01-08 |
Branch Locations
3600 Minnesota Drive Suite 100, Edina, MN 55435 • United States
3 disclosure categories 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 | Edina | MN | 02/2003 | Present |
| Promus Financial Group, Llc | Edina | MN | 03/2014 | Present |
| Eagle Strategies Llc | Edina | MN | 03/2014 | Present |
| Nylife Securities Llc | Edina | MN | 02/2003 | Present |
[OPERATING UNDER THE DBA NAME OF PROMUS FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; insurance broker; investment related; start date 7/2008] [Minnesota Medical Foundation; volunteer-annual event winefest; non investment related; start date 02/2012] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 09/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-04 |
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