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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2015-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Anchorage | AK | 02/2008 | Present |
| New York Life Insurance Comp. | Anchorage | AK | 10/2007 | Present |
| Eagle Strategies Llc | Fairbanks | AK | 09/2015 | Present |
| Hulbert Investments & Insurance Agency | Fairbanks | AK | 12/2016 | 06/2022 |
| Heart Of Gold Financial | Fairbanks | AK | 10/2021 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; 7 HANOVER SQUARE, NEW YORK CITY, NEW YORK 10004; START DATE 01/2011; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF HEART OF GOLD FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FAIRBANKS, AK; START DATE: 10/2021]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-28 |
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