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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-11-03 |
Branch Locations
601 W Riverside Ave Suite 1600, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leef Llc | Blaine | WA | 01/2016 | 07/2018 |
| Unemployed | Seattle | WA | 07/2018 | 01/2019 |
| Self - Employed | Seattle | WA | 01/2019 | 01/2021 |
| New York Life Insurance Co | Seattle | WA | 01/2021 | Present |
| Nylife Securities Llc | Seattle | WA | 05/2022 | Present |
| Eagle Strategies Llc | Seattle | WA | 11/2022 | Present |
| Bond Financial Pllc | Spokane | WA | 05/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 601 W Riverside Ave, Spokane WA, 99201; Start Date 06/2024; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BOND FINANCIAL PLLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (SPOKANE, WA); START DATE: 05/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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