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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 | 2019-07-11 |
| IA | RA | APPROVED | 2014-06-10 |
Branch Locations
112 Central Avenue Nw, Orange City, IA 51041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Irvine | CA | 10/2007 | Present |
| Nylife Securities, Llc | New York | NY | 12/2007 | Present |
| Eagle Strategies Llc | Orange City | IA | 06/2014 | Present |
| Fuss Fitness | Orange City | IA | 05/2015 | 04/2017 |
| Oc Fit- Crossfit Sterk | Orange City | IA | 06/2018 | 04/2023 |
| The Pathway Financial Group | Orange City | IA | 05/2019 | Present |
| Capital Edge Insurance & Financial Services, Inc. | Orange City | IA | 05/2023 | 03/2024 |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; start date 07/2001] [CHRISTOPHER SARAS; I use it for Payroll purposes only for my assistant; 904 7th St SE Orange City, IA 51041; Start Date 10/2019; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Fellowship of Christian Athletes- NW Iowa; board member; non investment related; start date 06/2012] [OPERATING UNDER THE DBA NAME OF THE PATHWAY FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ORANGE CITY, IA; START DATE: 05/2019] [Real Estate Investment; My wife, Ashley Saras, is a real estate agent. She decided to invest in a condo 50/50 with her parents. They are hoping to turn around and sell this property before the end of the year.; 508 Amsterdam Drive SE Orange City, IA 51041; Start Date 09/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Linqto Inc.; Linqto is enabling a new class of investors to access pre-IPO opportunities. They make the private securities asset class accessible, while reducing costs and saving time with the flexibility of trading directly on their platform. www.Linqto.com; 101 Metro Drive, Suite 335 San Jose, CA 95110; Start Date 04/2022; Role/Title: Investor; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; passive investor] [OPERATING UNDER THE DBA NAME OF Crystal Clear Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ORANGE CITY IA; START DATE: 05/2023][CNO Creative Holdings, LLC; This is a fully owned subsidiary of CNO Capital Group, LLC .This LLC rents a residential property in Orange City, IA and subleases on airbnb.com for income.; 315 E. 5th St. Ste 202; Start Date 12/2024; Role/Title: Member; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; bookkeeping][CNO Capital Group, LLC; This is the holding company for all present and future real estate properties my wife, Ashley, and I open up.; 315 E. 5TH ST. STE 202 Waterloo, IA 50703; Start Date 12/2024; Role/Title: Partner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; manage RE properties][TPFG Solutions LLC; The purpose is to collect commissions on insurance brokerage business thru an LLC and not individually. It is for tax and estate planning purposes.; 315 E 5th Street Suite 202, Waterloo, IA 50703; Start Date 01/2025; Role/Title: Member; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Red Raider Athletic Advancement Board; Help to fundraise & promote athletics at Northwestern College; 101 7th St SW, Orange City, IA 51041; Start Date 03/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Financial donations, Recruit other members, promote athletics, attend events and board meetings][LifeWise Academy; works with public schools to integrate a Bible class into their weekly class schedule; PO Box 1179 Hilliard, OH 43026; Start Date 11/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; Support local director in running the local chapter]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-20 |
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