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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-02 |
| MT | RA | APPROVED | 2010-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Billings | MT | 02/2004 | Present |
| Nylife Securities | Billings | MT | 04/2004 | Present |
| Mckenna Financial | Bozeman | MT | 06/2007 | Present |
| Eagle Strategies Llc | Bozeman | MT | 06/2010 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS AS WELL AS PRODUCTS OFFERED BY NYL AND ITS SUBSIDIARIES UNDER DBA MCKENNA FINANCIAL; investment related; start date 06/2007; also providing staffing needs for NYL Agent Wendy Feldman through this DBA; 1711 West College Bozeman MT 59715] [NYLARC Holding Company Inc; Reinsurance company-Director; 51 Madison Avenue New York, NY 1001; Start Date 10/2018; Role/Title: Director; Investment Related; 4 hours per month; 1 hours per month during securities trading hours; provide insight and director for board-passive investor] [DDV and Big Sky Aviation; Registered Agent State of MT requires LLCs have a registered agent who is a MT resident. Role is to accept mail and get to appropriate party; 171 West College Street Bozeman, MT 59715; Start Date 03/2022; Role/Title: Independent Contractor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-25 |
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