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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2022-01-19 |
| TX | RA | APPROVED_RES | 2018-05-22 |
| CO | RA | APPROVED | 2011-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Denver | CO | 12/2007 | 11/2021 |
| Nylife Securities Llc | Denver | CO | 03/2008 | 11/2021 |
| Eagle Strategies Llc | Denver | CO | 01/2011 | 11/2021 |
| Integrated Financial Strategies, Llc | Denver | CO | 04/2011 | 03/2020 |
| Momentum Capital Group, Llc | Sheridan | WY | 03/2020 | Present |
| Nylife Securities Llc. | Sheridan | WY | 11/2021 | Present |
| New York Life Insurance Company | Sheridan | WY | 11/2021 | Present |
| Eagle Strategies Llc. | Sheridan | WY | 11/2021 | Present |
[INSURANCE BROKER;3773 CHERRY CREEK N. DRIVE, DENVER COLORADO; INSURANCE BROKER FOR VARIOUS COMPANIES. HOURS PER MONTH - 5; INVESTMENT RELATED; START DATE 3/2011] [NYLARC Holding Company Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2018; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MOMENTUM CAPITAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SHERIDAN, WY; START DATE: 03/2020]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 2010-10-25 |
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