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201 W Liberty Street Suite 207, Reno, NV 89501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-04 |
| NV | RA | APPROVED | 2021-01-21 |
Branch Locations
201 W Liberty Street Suite 207, Reno, NV 89501 • United States
1 disclosure category 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 | Reno | NV | 12/2007 | 12/2020 |
| Nylife Securities Llc | Reno | NV | 06/2008 | 12/2020 |
| Multigenerational Financial Strategies Llc | Reno | NV | 05/2016 | 12/2020 |
| Eagle Strategies Llc | Reno | NV | 02/2019 | 01/2021 |
| Advowealth Advisors, Llc | Reno | NV | 01/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; start date 12/2011; investment related; insurance broker] [Boys and Girls Club of Western Nevada; Board Member and finance committee(a subcommittee of the Board) The subcommittee is composed of 5 board members and reports to the main board the monthly financials of the organization.; 1870 Russell Way Carson City, NV 89703; Start Date 05/2018; Role/Title: Board Member; Not Investment Related; 6 hours per month; 2 hours per month during securities trading hours] [Community Health Alliance Foundation; The foundation raises money for specific projects need at the medical facilities; 680 S. Rock Blvd Reno, NV 89502; start date 06/2018; board member; non investment related; 4 hours per month-2 during sec hours; Raise money and participate in group decisions on projects to fund]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-02 |
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