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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-05-05 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Rye | NY | 10/2007 | Present |
| Nylife Securities Llc | Rye | NY | 01/2008 | Present |
| Eagle Strategies Llc | Boise | ID | 10/2015 | Present |
[South Dakota Life & Health Insurance Guaranty Association Board of Directors; Representative of New York Life Insurance Company on the South Dakota Life & Health Insurance Guaranty Association Board of Directors; 5101 S Nevada Ave, Suite 200, Sioux Falls, SD; Start Date 08/2019; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [D&H Boat Club LLC; LLC for owning a recreational boat between myself and family friend for liability protection purposes.; 25208 NE 67th Place, Redmond, WA 98053; Start Date 04/2024; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][After School All Stars; Providing after school programs for Middle school students. ; 33400 8th Ave S., Suite 117, Federal Way, WA 98003; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 6 hours per month; 6 hours per month during securities trading hours; fundraising efforts and input on organizational challenges]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-22 |
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