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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-09-22 |
Branch Locations
3720 Queen Court Sw Suite 400, Cedar Rapids, IA 52404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Hiawatha | IA | 09/2016 | Present |
| New York Life Insurance Company | Hiawatha | IA | 08/2016 | Present |
| Eagle Strategies Llc | Cedar Rapids, | IA | 09/2021 | Present |
| Your Vision Financial Group | Cedar Rapids | IA | 05/2022 | Present |
[OPERATING UNDER THE DBA NAME OF YOUR VISION FINANCIAL GROUP FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; CEDAR RAPIDS, IA; START DATE: 05/2022]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-30 |
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