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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-02-22 |
Branch Locations
3720 Queen Ct Sw Suite 4, Cedar Rapids, IA 52404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Cedar Rapids | Cedar Rapids | IA | 09/2008 | 02/2019 |
| New York Life Insurance Co | Hiawatha | IA | 08/2018 | Present |
| Nylife Securities Llc | Hiawatha | IA | 09/2018 | Present |
| Eagle Strategies Llc | Iowa City | IA | 02/2024 | Present |
| Your Vision Financial Group | Cedar Rapids | IA | 04/2024 | Present |
[HP LLC; My 2 brothers and brother in law own 5 rental houses. 1220 and 1222 3rd Ave Iowa City, 1750 Gryn Dr Iowa City 52246 811 1/2 and 811 20th Ave Coralville 52241 All in the state of Iowa; 755 Chukar Circle North Liberty, Iowa 52317; Start Date 02/2013; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; The group of 4 of us decide whether or not we want to buy properties. My brother in law manages the properties] [Insurance Brokering; appointed with various insurance carriers for the purpose of brokering non-registered insurance products.; 1625 Boyson Rd Suite 200 Hiawatha, IA 52233; Start Date 02/2022; Role/Title: Insurance Broker; Investment Related; 4 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: 04/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-08 |
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