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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-10 |
| MO | RA | APPROVED | 2016-04-14 |
Branch Locations
Three City Place Drive Suite 690, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Creve Coeur | MO | 11/2011 | Present |
| Nylife Securities Llc | Creve Coeur | MO | 02/2012 | Present |
| Houseman Financial & Insurance Services Llc | Creve Coeur | MO | 06/2015 | Present |
| Eagle Strategies Llc | St Louis | MO | 04/2016 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; ONE CITYPLACE DRIVE, SUITE 260 ST. LOUIS, MO 63123; START DATE 05/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: COMMISSIONS] [OPERATING UNDER THE DBA NAME OF HOUSEMAN FINANCIAL & INSURANCE SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CREVE COEUR, MO; START DATE: 06/2015] [Society of Human Resource Management of Greater St. Louis (SHRM-STL); The mission of SHRM-STL is to foster the professional development of our membership (human resource professionals).; 2650 S Hanley Rd #100, St. Louis, MO 63144; Start Date 05/2017; Role/Title: Board Member President of the organization and will oversee along with eight other board members; Not Investment Related; 5 hours per month; 3 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-16 |
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