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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-28 |
| CO | RA | APPROVED | 2014-02-26 |
Branch Locations
370 Interlocken Boulevard Suite 620, Broomfield, CO 80021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co. | Arvada | CO | 06/1998 | Present |
| Nylife Securities Inc. | Arvada | CO | 07/1998 | Present |
| Kramer Financial Solutions | Arvada | CO | 03/2007 | Present |
| Eagle Strategies Llc | Arvada | CO | 02/2014 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERIN NON-REGISTERED INSURANCE PRODUCTS; 6850 W. 52ND AVENUE, SUITE 200, ARVADA, CO 80002 INVESTMENT RELATED; 5HRS MON] [KRAMER FINANCIAL SOLUTIONS; 6850 W 52ND AVENUE, SUITE 200 ARVADA, CO 80002 DBA TO MARKET AND SELL ALL INSURANCE AND SECURITIES PRODUCTS; START DATE 3/2007; INVESTMENT RELATED] [Cryptocurrency Investment; Buy and sell bitcoin; 11021 Lamar Circle, Broomfield, CO 80020; Start Date 02/2021; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor] [Everest College; Board Member; start date 3/2010; I'm part of their advisory board. Bi-annual meetings to assist the college in how they can better prepare their students; investment related]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-27 |
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