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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2016-08-27 |
Branch Locations
1100 College Drive Suite 3, Bismarck, ND 58501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Bismarck | ND | 03/2007 | Present |
| Nylife Securities Llc | Bismarck | ND | 07/2007 | Present |
| Eagle Strategies Llc | Bismarck | ND | 08/2016 | Present |
| Wealth & Health Strategies | Bismark | ND | 05/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1101 E. Front Ave, Bismarck, ND 58504; Start Date: 06/2011; Role/Title: Insurance Broker; Investment related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WEALTH & HEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (BISMARK, ND); START DATE: 05/2025] [Rental Property; Florida Rental Home. Will be renting out the home while not in use; 1629 SW 28th St. Cape Coral, Fl 33914; Start Date 02/2022; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent][701 Business Insider Podcast; Podcast. I will be interviewing current clients of my group health insurance book to introduce them to the community in a deeper way than traditional advertising; 1100 College Dr Ste 3 Bismarck ND 58501; Start Date 04/2024; Role/Title: Consultant; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-23 |
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