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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-27 |
| CO | RA | APPROVED | 2022-05-24 |
Branch Locations
215 Union Blvd Suite 200, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Arvada | CO | 10/2002 | Present |
| Nylife Securities | Arvada | CO | 10/2002 | Present |
| High Point Financial Group, Llc | Lakewood | CO | 03/2007 | Present |
| Eagle Strategies Llc | Lakewood | CO | 05/2022 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE PRODUCTS; DBA HIGH POINT FINANCIAL GROUP, LLC; 215 UNION BLVD. SUITE 200 LAKEWOOD, CO 80228; INVESTMENT RELATED; AGENT][Arvada Jefferson Kiwanis Foundation-Finance Committee; our foundation has approximately $60,000 that spins dividend income for donations into the community. I have been asked to serve on the committee and offer education to other members.; PO Box 973 Arvada, CO 80001; Start Date 03/2026; Role/Title: Member; Investment Related; .25 hours per month; .25 hours per month during securities trading hours][Calvary Episcopal Church Finace Leadership Team; our church received money from a sale of property. The finance leadership team will help the leaders of the church decide how to use the proceeds.; 1320 Arapahoe St, Golden, CO 80401; Start Date 05/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Calvary Episcopal Church Finance Leadership Team; help the leaders of the church decide how to use the proceeds.; 1320 Arapahoe St, Golden, CO 80401; Start Date 05/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-20 |
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