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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-08-07 |
Branch Locations
3003 E Harmony Road Suite 110, Fort Collins, CO 80528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Fort Collins | CO | 04/2015 | Present |
| Nylife Securities Llc | Fort Collins | CO | 05/2015 | Present |
| Eagle Strategies, Llc | Fort Collins | CO | 08/2017 | Present |
| Legacy Financial Group, Ltd | Fort Collins | CO | 03/2020 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361; Start Date 03/2018; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LEGACY FINANCIAL GROUP, LTD FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; FORT COLLINS, CO; START DATE: 03/2020]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-10 |
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