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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-13 |
| WA | RA | APPROVED | 2024-02-05 |
Branch Locations
2008 123Rd Avenue Ne, Lake Stevens, WA 98258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Car2Go | Seattle | WA | 05/2015 | 10/2016 |
| Flawless Services Ltd | Seattle | WA | 10/2016 | 03/2018 |
| Iclick | Seattle | WA | 03/2018 | 04/2021 |
| New York Life | Seattle | WA | 05/2021 | Present |
| Nylife Securities Llc | Bellevue | WA | 11/2021 | Present |
| Seattle Cascades | Seattle | WA | 01/2020 | 04/2025 |
| Eagle Strategies Llc | Bellevue | WA | 02/2024 | Present |
| Lane Financial Strategies Llc | Bellevue | WA | 03/2025 | 04/2026 |
| Warren Lane Bly Financial | Lake Stevens | WA | 04/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1702 North 34th Street Seattle, WA 98103; Start Date 04/2024; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Lane Financial Strategies LLC; It is my business LLC for tracking my expenses; 10885 NE 4th Street Suite 1400, Bellevue, WA 98004; Start Date 10/2024; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; [Warren Lane Bly Financial LLC; 1702 North 34th Street Seattle, WA 98103; Start Date 04/2024; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS] [OPERATING UNDER THE DBA NAME OF WARREN LANE BLY FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LAKE STEVENS, WA); START DATE: 04/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-28 |
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