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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-08 |
| WA | RA | APPROVED | 2017-12-07 |
Branch Locations
1201 Pacific Avenue Suite 1600, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Tacoma | WA | 12/2013 | Present |
| New York Life Insurance | Tacoma | WA | 01/2013 | Present |
| Eagle Strategies Llc | Tacoma | WA | 12/2017 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1201 Pacific Avenue, Suite 1600, Tacoma WA 98402; Start Date 10/2016; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-26 |
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