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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | West Des Moines | IA | 11/2011 | Present |
| New York Life Insurance Company | West Des Moines | IA | 11/2011 | Present |
| Eagle Strategies Llc | Ames | IA | 05/2019 | Present |
| Innovative Financial Solutions | Ames | IA | 04/2022 | 08/2025 |
| Innovative Financial Solutions Group | Ames | IA | 08/2025 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 4900 UNIVERSITY AVE, SUITE 225, WEST DES MOINES, IA 50266; START DATE 01/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 9 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF INNOVATIVE FINANCIAL SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; AMES, IA; START DATE: 08/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-16 |
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