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Noblesville, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Carmel | IN | 07/2011 | 12/2016 |
| Nylife Securities Llc | Carmel | IN | 11/2011 | 12/2016 |
| Eagle Strategies Llc | Carmel | IN | 08/2016 | 12/2016 |
| Daviman Financial, Llc | Mccordsville | IN | 01/2017 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 11595 N. MERIDIAN STREET, STE 850 CARMEL, IN 46032; START DATE 01/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 1 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-06 |
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