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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Maumee | OH | 04/2008 | Present |
| Nylife Securities Llc | Maumee | OH | 05/2008 | Present |
| Eagle Strategies Llc | Maumee | OH | 07/2012 | Present |
| Insight Wealth Strategies | Maumee | OH | 07/2012 | 01/2018 |
| Ebf, Llc D/B/A Evans, Beebe & Fields Financial Group | Maumee | OH | 10/2016 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE BROKER 08/2012] [OHIO NOTARY PUBLIC; APPROVED TO BE A OHIO NOTARY PUBLIC. 1055 KENILWORTH AVENUE, NAPOLEON, OH 43545; START DATE 04/2015; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF EBF, LLC D/B/A EVANS, BEEBE & FIELDS FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MAUMEE, OH; START DATE: 10/2016][Toledo Organization of Management Board; Board Member. Scheduling events and choosing activities for each meeting. There is no physical address. Meetings are conducted in restaurants/banquet facilities. As of 08/12/2025, President; PO Box 8634, Toledo, OH 43623; Start Date 08/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Toledo Country Club ; Board position for private country club. Once per month meetings to discuss operations of country club.; 3949 River Rd, Toledo, OH 43614; Start Date 11/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][AGENC; new startup AI staffing company. They will create AI bots that will work in their customers' businesses to replace or complement their current staff.; 1683 Woodlands Dr., Maumee, OH 43537; Start Date 07/2026; Role/Title: Passive Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-08 |
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