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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2018-12-04 |
| TX | RA | APPROVED | 2018-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Sioux Falls | SD | 03/2008 | Present |
| Nylife Securities Llc | Sioux Falls | SD | 04/2008 | Present |
| Janssen Financial Group | Dakota Dunes | SD | 09/2015 | Present |
| Eagle Strategies Llc | Dakota Dunes | SD | 12/2018 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; insurance broker; investment related; start date 08/2011] [OPERATING UNDER THE DBA NAME OF JANSSEN FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DAKOTA DUNES, SD; START DATE: 09/2015] [Janssen Financial Group, LLC; bought land and built our new office on it; 376 West Anchor, Dakota Dunes, SD 57049; Start Date 03/2017; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Siouxland Business Network; Networking Business group; 5601 Sunnybrook Dr, Sioux City, IA 51106; Start Date 10/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Help facilitate and run the meeting]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-21 |
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