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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-04-04 |
Branch Locations
178 South 32Nd St West Suite 1, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rimrock Autogroup | Billings | MT | 11/2004 | 12/2017 |
| Lithia Auto Group | Houston | TX | 01/2018 | 03/2019 |
| Rimrock Autogroup/Drive Billings Group | Billings | MT | 03/2019 | 10/2023 |
| New York Life Insurance | Billings | MT | 11/2023 | Present |
| Nylife Securities Llc | Billings | MT | 02/2024 | Present |
| Retirement Solutions | Billings | MT | 05/2024 | Present |
| Eagle Strategies Llc | Billings | MT | 04/2025 | Present |
[OPERATING UNDER THE DBA NAME OF RETIREMENT SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (BILLINGS, MT); START DATE: 05/2024][Notary Public; Notary for the State of Montana; 1986 Edgewood Dr., Billings, MT 59102; Start Date 01/1996; Role/Title: Notary Public; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-29 |
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