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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 | 2026-08-06 |
| UT | RA | APPROVED | 2022-11-23 |
Branch Locations
150 West Civic Center Drive Suite 600, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Provo | UT | 10/2003 | Present |
| Nylife Securities Llc | Provo | UT | 02/2004 | Present |
| Lone Peak High School Football | Highland | UT | 08/2013 | Present |
| Eagle Strategies Llc | Sandy | UT | 11/2022 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; investment related; insurance broker; start date 4/2007 ] [Lone Peak High School Football; Public Announcer of football games at local high school. Announcer/Spotter for Lone Peak High School Football; 10189 N 4800 W Highland Utah 84003; Start Date 08/2013; Role/Title: Announcer/Spotter; Not Investment Related; 9 hours per month; 0 hours per month during securities trading hours] [Rental Property; condo; 177 S 1050 W Apt 20 Provo Utah 84601; Start Date 09/2024; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent][Provo Young Single Adult 5th Stake; 1st Counselor in Stake Presidency; Leadership of religious organization, providing stewardship over a group of congregations; 352 N 900 E Provo Utah 84606; Start Date 02/2025; Role/Title: Volunteer; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours; preside and conduct church services, extend callings for service to members, offer spiritual guidance]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-03 |
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