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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 | 2025-05-20 |
| NE | RA | APPROVED | 2023-05-16 |
Branch Locations
940 South D Street, Broken Bow, NE 68822 • United States
124 W 46Th Street 106B, Kearney, NE 68847 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Omaha | NE | 10/2006 | Present |
| Nylife Securities Llc | Omaha | NE | 03/2007 | Present |
| Wealth Concepts By Design | Broken Bow | NE | 05/2012 | 10/2017 |
| Bootleg Brewers | Taylor | NE | 04/2016 | 02/2018 |
| Clang Financial | Broken Bow | NE | 10/2017 | Present |
| Eagle Strategies Llc | Broken Bow | NE | 05/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products and through GA MCgill brokerage; 2811 30th Ave, Kearney, NE 68845; Start Date: 03/2010; Role/Title: Owner; Investment related] [OPERATING UNDER THE DBA NAME OF CLANG FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BROKEN BOW, NE; START DATE: 10/2017]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-05 |
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