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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arthur Murray Dance Studio | Bellevue | WA | 09/2013 | 11/2019 |
| Periscope | Minneapolis | MN | 11/2012 | 09/2017 |
| New York Life Insurance Company | Bellevue | WA | 11/2019 | Present |
| Nylife Securities Llc | Bellevue | WA | 01/2020 | Present |
| Eagle Strategies Llc | Bellevue | WA | 10/2022 | Present |
| Lewis & Bluhm Financial Group, Llc | Lynden | WA | 04/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 501 Judson Street Aly, Lynden, WA 98264; Start Date 10/2023; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Business Networking International - Sound Business Leaders Seattle; international networking group ; 1525 North Community House Rd. Suite 475. Charlotte, NC 28277; Start Date 10/2023; Role/Title: Board Member; Not Investment Related; 15 hours per month; 4 hours per month during securities trading hours; president of my chapter in Seattle. There are currently 30 members in the chapter and my role as president is to facilitate the weekly meetings.] [OPERATING UNDER THE DBA NAME OF Lewis & Bluhm Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LYNDEN WA; START DATE: 04/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-06 |
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