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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-12-05 |
Branch Locations
221 W Railroad Ave Suite E, Shelton, WA 98584 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Tacoma | WA | 06/2012 | Present |
| New York Life Insurance Company | Tacoma | WA | 02/2012 | Present |
| Eagle Strategies Llc | Olympia | WA | 12/2014 | Present |
| Totten Inlet Wealth Strategies, Llc | Shelton | WA | 07/2024 | Present |
[Great Bend Center for Music Board Member; Community based Music center focused on building better community outcomes through music; Union, Washington; Start Date 12/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities HOURS: Be familiar with the Great Bend Center for Music mission, articles, by-laws] [Salish Sea Rotary of Mason County; Community Service work locally and Internationally; PO Box 72, Union WA 98592; Start Date 03/2022; Role/Title: Officer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Foundation Board Member - Education the club members on Rotary Internationals Foundation and encourage members to donate] [OPERATING UNDER THE DBA NAME OF Totten Inlet Wealth Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SHELTON WA; START DATE: 07/2024] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 221 W. Railroad Ave., Suite E, Shelton, WA 98584; Start Date 07/2024; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Community Foundation of South Puget Sound; Board member helping to advise on strategic planning ; 212 Union Ave SE, Olympia, WA 98501; Start Date 01/2026; Role/Title: Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-28 |
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