Samuel Thomas Winward

Current Employers

Employment History

• 05/2008 → Present
  New York Life Insurance
  Ogden, UT
• 10/2008 → Present
  Nylife Securities Llc
  Ogden, UT
• 01/2012 → Present
  Eagle Strategies Llc
  Logan, UT
• 01/2012 → Present
  Winward Financial Insurance & Investments Llc
  Logan, UT
• 03/2023 → Present
  Tfb Strategies Llc
  Wellsville, UT

Other Businesses

[INSURANCE BROKERING; BROKERING NON-NYL PRODUCTS, NOT INVESTMENT-RELATED, BROKER/AGENT, START 10/25/11, 3-5 HOURS PER MONTH TOTAL HOURS, AND 3-5 HRS PER MONTH DURING SECURITIES TRADING HOURS. DUTIES: BROKERING NON-NYL PRODUCTS.] [WINWARD FINANCIAL INSURANCE & INVESTMENTS LLC; DBA LEGAL STRUCTURE: LLC, 100% OWNERSHIP; NOT A PRE-EXISTING DBA; DBA LOCATION - DETACHED; DBA USED FOR: ALL BUSINESS; OPERATING IN UTAH AND IDAHO; REG REP - YES; DBA USED TO SELL REG PRODUCTS - YES; NON-NYL PRODUCT TYPES TO BE SOLD UNDER THE DBA: LIFE INSURANCE, HEALTH INSURANCE, DISABILITY INCOME INSURANCE, LTC INSURANCE.] [RED SLIDE SUBDIVISION HOMEOWNER'S ASSOCIATION SECRETARY/TREASURER. WILL DEVOTE 5-6 HOURS PER MONTH, NO WAGES, STARTING JUNE 2011.] [LUCROR LLC; RENTAL PROPERTIES; 169 W. 100 N. WELLSVILLE, UT 84339; START DATE: 12/2011; ROLE/TITLE: OWNER; INVESTMENT RELATED - YES; HRS PER MONTH 3-5; HRS DURING SECURITIES TRADING - 1-2; RESPONSIBLE TO HIRE MANAGEMENT & MAKE DECISIONS ABOUT THE RENTAL PROPERTIES] [ 'SINGING FOR CACHE'; BARBERSHOP QUARTET, GROUP OF 4 GUYS WHO SING OCCASIONALLY FOR HIRE; 5 HOURS PER MONTH WILL BE DEVOTED (1-2 DURING TRADE HOURS); DUTIES INCLUDE LEARNING SONGS AND SIGNING THEM FOR HIRE.] [Utah State University Planned Giving Advisory Board; board member; non investment related; start date 8/2013] [OPERATING UNDER THE DBA NAME OF TFB STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (WELLSVILLE, UT); START DATE: 03/2023] [American Festival Chorus & Orchestra; American Festival Chorus & Orchestra is a nearly 200 voice volunteer choir who performs music at various times throughout the year, along with an accompanying orchestra.; 4015 Old Main Hill, Logan UT 84323; Start Date 02/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; assist in reviewing income and expenditures for the organization][NAIFA Utah; Serving as a board member and local chapter leader for NAIFA; 533 W 2600 S Suite 155 Bountiful, UT 84010; Start Date 03/2025; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; chapter liaison]

Exams

• S66 Uniform Combined State Law Examination
  2012-01-10
• S63 Uniform Securities Agent State Law Examination
  2008-10-28

Other Names

• Sam T Winward