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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-03-17 |
Branch Locations
3720 Queen Court Sw Unit 4, Cedar Rapids, IA 52404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Hiawatha | IA | 06/2020 | Present |
| Nylife Securities Llc | Hiawatha | IA | 10/2020 | Present |
| Iowa Beverage Company Fleck | Cedar Rapids | IA | 05/2019 | 08/2019 |
| Renaud Spirit Center | O Fallon | MT | 04/2018 | 08/2018 |
| Coe College | Cedar Rapids | IA | 08/2017 | 05/2018 |
| Coe College | Cedar Rapids | IA | 08/2016 | 05/2020 |
| New Melle Sports | New Melle | MO | 08/2015 | 08/2018 |
| Old Hickory Golf Club | Saint Charles | MO | 05/2015 | 08/2017 |
| Your Vision Financial Group | Cedar Rapids | IA | 11/2023 | Present |
| Eagle Strategies Llc | Cedar Rapids | IA | 03/2025 | Present |
[Coe College Football; Part time volunteer position coach; 1220 1st Ave NE Cedar Rapids, IA 52402; Start Date 08/2022; Role/Title: Volunteer; Not Investment Related; 35 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF YOUR VISION FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CEDAR RAPIDS IA; START DATE: 11/2023] [[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3720 Queen Court SW Unit 4 Cedar Rapids IA 52404; Start Date 11/2023; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-27 |
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