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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2016-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bismarck | ND | 04/2007 | Present |
| Nylife Securities Llc | Bismark | ND | 10/2008 | Present |
| Premier Financial Group | Bismarck | ND | 12/2014 | 08/2018 |
| Eagle Strategies Llc | Bismarck | ND | 12/2016 | Present |
| Premier Wealth Strategies | Mandan | ND | 08/2018 | Present |
[OUTSIDE INSURANCE BROKERING; MARKETING OF BROKERED PRODUCTS; LOCATED: 1101 E FRONT AVE BISMARCK, ND 58504; ANTICIPATED START DATE: 2/25/13; ROLE AND TITLE: AGENT - NO OWNERSHIP INTEREST IN PREMIER FINANCIAL GROUP; METHOD OF COMPENSATION: COMMISSIONS] [OPERATING UNDER THE DBA NAME OF PREMIER WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MANDAN, ND; START DATE: 08/2018]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-03 |
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