Patricia Moulton

Current Employers

Employment History

• 08/2015 → Present
  New York Life Insurance Company
  Billings, MT
• 12/2015 → Present
  Nylife Securities Llc
  Billings, MT
• 04/2019 → 07/2024
  Mains Financial
  Powell, WY
• 01/2020 → 07/2022
  Park County Insurance Llc
  Powell, WY
• 04/2023 → Present
  Capital Edge Insurance & Financial Services, Inc
  Powell, WY
• 04/2024 → Present
  Eagle Stategies Llc
  Powell, WY
• 07/2024 → Present
  Mains Financial Wealth Strategies
  Powell, WY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 249 E 2nd St, STE1, Powell Wy 82435; Start Date 01/2019; Role/Title: Owner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MAINS FINANCIAL WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; POWELL, WY; START DATE: 07/2024] [Lease of Pasture Grass; house sits on 5 acres, 4 of the acres are leased to a farmer for pasture; 276 Lane 7H, Powell Wy 82435; Start Date 07/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive owner] [OPERATING UNDER THE DBA NAME OF CAPITAL EDGE INSURANCE & FINANCIAL SERVICES, INC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (POWELL, WY); START DATE: 04/2023][Sweet Tooth Bakery and Coffee House; My daughter has started an online bakery and since she is a minor I have to be on all accounts, so she can get paid.; 276 Lane 7H, Powell Wy 82435; Start Date 04/2023; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Powell Medical Foundation; help make decisions on which portion of the hospital to help fund, after for example, OR uses up their budget they can ask the foundation for funding.; 777 Ave H, Powell Wy 82435; Start Date 10/2017; Role/Title: Officer; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; volunteer position]

Exams

• S66 Uniform Combined State Law Examination
  2024-04-09
• S63 Uniform Securities Agent State Law Examination
  2016-08-22

Other Names

• Patricia Mains