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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 | 2025-12-12 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
333 Bridge Street Nw Suite 600, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Okemos | MI | 03/2004 | Present |
| Nylife Securities | Okemos | MI | 04/2004 | Present |
| Eagle Strategies Llc | Grand Rapids | MI | 09/2018 | Present |
| Prosper Financial Group | Grand Rapids | MI | 01/2025 | Present |
[Ele's Place West Michigan - Community Board; I will serve on the Community Board for local non-profit Ele's Place West Michigan. The community board assists the organization with fund raising decisions, event planning and running, and general needs of the charity.; 2000 Michigan Street NE, Grand Rapids, MI 49503; Start Date 05/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; serve on the Community Board to help plan and run events, help brainstorm ideas to achieve better community outreach, and help increase awareness of the organization] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 333 Bridge Street NW, Suite 600, Grand Rapids, MI 49504; Start Date 06/2021; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [St. Robert of Newminster Catholic Church - Faith Formation Teacher; local Catholic Church; 6477 Ada Dr SE, Ada, MI 49301; Start Date 09/2022; Role/Title: Educator/Instructor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; teaching a 2nd Grade class of Faith Formation]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-20 |
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