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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2004-09-16 |
Branch Locations
150 W Civic Center Drive Suite 600, Sandy, UT 84070 • 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 | Salt Lake City | UT | 06/1998 | Present |
| Nylife Securities Inc. | Salt Lake City | UT | 06/1998 | Present |
| Taylor'D Financial | Sandy | UT | 02/2022 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS;INVESTMENT RELATED; START DATE 07/2002; INSURANCE3 BROKER; 3305 N UNIVERSITY AVE, STE 100 PROVE UT 84604] [NYLARC Holding Company Inc; joined NYLARC; NYLARC, c/o New York Life, Room 251, New York, NY 10010; Start Date 07/2018; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Cryptocurrency Investment; I would like to invest some in cryptocurrency; 4672 Country Club Drive, Highland Utah 84003; Start Date 02/2021; Role/Title: Investor; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] OPERATING UNDER THE DBA NAME OF TAYLOR'D FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SANDY, UT; START DATE: 02/2022][Reef Capital Partners LLC; Private REIT; 2600 N. Ashton Blvd. #200B, Lehi Utah 84043; Start Date 04/2024; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-06 |
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