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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 | 2023-03-06 |
| IL | RA | APPROVED | 2022-02-15 |
Branch Locations
1650 Lake Cook Road Suite 500, Deerfield, IL 60015 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Deerfield | IL | 08/2009 | Present |
| Nylife Securities Llc | Deerfield | IL | 08/2009 | Present |
| Graff Financial Group | Chicago | IL | 08/2015 | 11/2017 |
| Oakwell Financial Partners | Chicago | IL | 11/2017 | 03/2019 |
| Graff Financial Group | Deerfield | IL | 12/2018 | Present |
| Eagle Strategies Llc | Chicago | IL | 02/2022 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1650 lake cook rd, suite 500, Deerfield Il 60015; Start Date 01/2009; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GRAFF FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DEERFIELD, IL; START DATE: 12/2018] [Orland Park Football; Youth sports for local children; 14354 raneys lane, orland park, il 60462; Start Date 12/2022; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; coach]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-29 |
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