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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
9273 Kellogg Road, New Hartford, NY 13413-5590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utica College | Utica | NY | 01/2015 | Present |
| New York Life Insurance Company | New Hartford | NY | 04/2015 | Present |
| Nylife Securities Llc | New Hartford | NY | 05/2015 | Present |
| Nelson Financial Group | New Hartford | NY | 10/2016 | 07/2017 |
| Nelson & Strife Financial Group | New Hartford | NY | 07/2017 | Present |
| Eagle Strategies Llc | New Hartford | NY | 02/2018 | Present |
| Crystal Clear Financial Group, Llc | New Hartford | NY | 01/2021 | Present |
[UTICA COLLEGE; NOT INVESTMENT RELATED; 1600 BURRSTONE ROAD UTICA, NY 13502; COLLEGE, EMPLOYEE/PROFESSOR; START DATE: 01/2015; 20 HOURS PER MONTH, 0 DURING TRADING HOURS; TEACH 1 CLASS A WEEK AT NIGHT IN HISTORY] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 9273 Kellogg Road, New Hartford, NY 13413; Start Date 11/2018; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF NELSON & STRIFE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NEW HARTFORD, NY; START DATE: 07/2017] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW HARTFORD, NY; START DATE: 01/2021]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-28 |
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