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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 02/2014 | 06/2018 |
| The Huntington Investment Company | Alpena | MI | 06/2018 | 07/2020 |
| Nylife Securities Llc | Grand Rapids | MI | 07/2020 | Present |
| New York Life Insurance Co | Grand Rapids | MI | 07/2020 | Present |
| Eagle Strategies Llc | Grand Rapids | MI | 09/2020 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 4159 N. Hazel Rd, Lincoln, MI 48742; Insurance Broker; Commissions; 5 hours per month, 5 during securities trading hours; insurance related] [ALCONA MASONIC LODGE #292; Junior Warden/Membership Director; Board Member / Committee Member; INVESTMENT RELATED: No; NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1; START DATE: 01/01/2020; 315 E. Traverse Bay St, Lincoln MI 48742, United States; Civic Organization] [Boy Scouts of America Michigan Crossroads Council; Charter Organization Representative for the Michigan Crossroads council of the Boy Scouts of America. ; 314 Traverse Bay st, Lincoln, MI 48742; Start Date 12/2023; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; As Charter Organization Representative, I am the sole contact between the scouting units and the Alcona Masonic Lodge who sponsors them.] [Grand Lodge of Free and Accepted Masons in Michigan; Appointed as BGP, Board of General Purposes, for the Grand Lodge of Masons in Michigan. BGP completes reports that are given to the Grand Lodge of MI.; 4159 N Hazel Rd, Lincoln, MI 48742; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours; Responsible to assist local lodges adhere to the Grand Lodge laws and edicts. Also responsible to help shape legislation presented to the Grand Lodge and enlighted individual lodges on pending legislation.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-30 |
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