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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-05-11 |
| CO | RA | APPROVED | 2014-12-11 |
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 Company | Denver | CO | 02/2007 | Present |
| Nylife Securities Llc | Denver | CO | 03/2007 | Present |
| Eagle Strategies Llc | Denver | CO | 12/2014 | Present |
| High Point Financial Group, Llc | Denver | CO | 10/2020 | Present |
[INSURANCE BROKERING; APPOINTED WITH MULTIPLE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS] [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; DENVER, CO ; START DATE: 10/2020]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
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