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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-04 |
| KS | RA | APPROVED | 2021-03-15 |
| MO | RA | APPROVED | 2021-03-15 |
Branch Locations
3250 East Sunshine Street, Suite 300, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Overland Park | KS | 11/2006 | Present |
| Herschend Family Entertaintment | Branson | MO | 04/2002 | Present |
| Nylife Securities Inc. | Overland Park | KS | 01/2007 | Present |
| Apex Financial Strategies, Llc | Branson | MO | 01/2015 | 05/2025 |
| Eagle Strategies Llc | Branson | MO | 03/2021 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-13 |
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