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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 | 2025-10-01 |
| CO | RA | APPROVED | 2014-03-25 |
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 Insurance | Arvada | CO | 10/2010 | Present |
| Nylife Securities Llc | Arvada | CO | 12/2010 | Present |
| Eagle Strategies Llc | Fort Collings | CO | 03/2014 | Present |
| High Point Financial Group, Llc | Fort Collins | CO | 06/2014 | Present |
| United Soccer Club | Loveland | CO | 01/2017 | Present |
[INSURANCE BROKERING; INSURANCE & FIXED ANNUITY BROKERING; 3003 E HARMONY ROAD, SUITE 120, FORT COLLINS, CO 80528; START DATE 05/2014; ROLE/TITLE: INDEPENDENT CONTRACTOR; INVESTMENT RELATED; 15 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF HIGH POINT FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; FORT COLLINS, CO; START DATE: 06/2014] [United Soccer Club; Coaching the Boys Soccer team. And, refereeing. The website of the Club is unitedsoccerco.com.; 1217 W. Eisenhower Blvd, Loveland, CO 80538; Start Date 01/2017; Role/Title: Independent Contractor; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [Rental Property; Rental (Drake, Fort Collins, CO) Residential rental condo; 801 E Drake Rd, Apt F86, Fort Collins, CO 80525; Start Date 07/2021; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; passive owner] [Larimer County Tax Liens; Purchasing tax liens; Larimer County Fairgrounds at the Ranch, 5280 Arena Circle, Loveland, CO; Start Date 11/2022; Role/Title: Investor; Investment Related; 0.25 hours per month; 0 hours per month during securities trading hours; passive investor] [The BnB Group, LLC; Multi-site private networks Cloud services Internet access Fiber, Fixed Wireless, Coax Disaster recovery Data storage and compliance VoIP; 1821 90th Ave, Greeley, CO 80634; Start Date 10/2023; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Hope Lives! The Lydia Dody Breast Cancer Support Center; Hope Lives! adds quality of life to breast cancer patients by offering integrative support services and products that help manage the physical, emotional, social & financial side effects of breast cancer treatment.; 2627 Redwing Rd # 210, Fort Collins, CO 80526; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; help with computer services]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-18 |
| S65 | Uniform Investment Adviser Law Examination | 2010-02-13 |
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