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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-12 |
| WA | RA | APPROVED | 2021-07-15 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Bellevue | WA | 11/2020 | Present |
| New York Life Insurance Company | Bellevue | WA | 08/2020 | Present |
| Pacific Medical Centers | Renton | WA | 12/2014 | 07/2021 |
| Lens Financial & Insurance Solutions | Belleview | WA | 04/2021 | Present |
| Eagle Strategies Llc | Bellevue | WA | 07/2021 | Present |
| Rebecca Wolff And Associates | Bellevue | WA | 12/2025 | 04/2026 |
| Rebecca Wolff Wealth Collective | Bellevue | WA | 04/2026 | Present |
[OPERATING UNDER THE DBA NAME OF LENS FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BELLEVIEW, WA; START DATE: 04/2021][APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 10885 NE 4th St Suite 1400 Bellevue, WA 98004; Start Date 08/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Rebecca Wolff Wealth Collective FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Owner; BELLEVIEW, WA; START DATE: 04/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-23 |
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