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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-21 |
| WY | RA | APPROVED | 2023-10-18 |
Branch Locations
111 W 2Nd Street 3Rd Floor, Casper, WY 82601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Casper | WY | 04/2015 | Present |
| Nylife Securities Llc | Casper | WY | 06/2015 | Present |
| Eagle Strategies Llc | Casper | WY | 10/2023 | Present |
| Momentum Capital Group, Llc | Casper | WY | 02/2024 | Present |
[Olivia Caldwell Foundation; Non profit organization that raises money for pediatric cancer research.; 419 South Washington St., Suite 201; Start Date 08/2019; Role/Title: Board Member; Not Investment Related; 10 hours per month; 3 hours per month during securities trading hours] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 111 W. 2nd Street 3rd floor Casper WY 82601; Start Date 01/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MOMENTUM CAPITAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CASPER, WY; START DATE: 02/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-27 |
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