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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Fort Wayne | IN | 02/2012 | Present |
| Nylife Securities Llc | Fort Wayne | IN | 03/2012 | Present |
| Wabash City Schools | Wabash | IN | 05/2015 | 12/2022 |
| Eagle Strategies Llc | Lafayette | IN | 04/2022 | Present |
| Prosperity Financial Group Llc | Lafayette | IN | 08/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 9921 DUPONT CIRCLE DR W., FORT WAYNE, IN 46825; START DATE 06/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NAIFA-INDIANA; Association for Insurance and Financial Advisors; 7050 E. 116th St., Ste.50, Fishers, IN 46038; Start Date 08/2016; Role/Title: Board Member; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Junior Achievement Greater Wabash; volunteer-delivered, kindergarten-12th grade programs foster work-readiness, entrepreneurship and financial literacy skills, and use experiential learning to inspire students in our community to dream big and reach their potential.; 601 Noble Dr, Fort Wayne, IN 46825; Start Date 06/2019; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Prosperity Financial Group LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LAFAYETTE IN; START DATE: 08/2023][Wabash City Schools ; High School / Middle School Coach. I will be an assistant coach for the softball program. ; 150 Apache Way, Wabash, IN 46992; Start Date 03/2026; Role/Title: Coach; Not Investment Related; 60 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-10-12 |
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