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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-28 |
Branch Locations
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Cleveland | OH | 12/2019 | Present |
| Clinical Management Consultants | Cleveland | OH | 04/2019 | 11/2019 |
| Baldwin Wallace University | Berea | OH | 07/2016 | 04/2019 |
| Nylife Securities Llc | Cleveland | OH | 08/2021 | Present |
| Eagle Strategies Llc | Cleveland | OH | 11/2022 | Present |
[U'Go Pros Partners Inc; online marketing marketplace; 863 Emerson Dr. NE Palm Bay FL 32907; Start Date 01/2016; Role/Title: Partner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours;Part owner. market research. cording state registrations to ensure they are filed on annual basis][Redwood Christian Ministries; At Redwood Christian Ministries, we want to positively impact our environment in the same way Jesus did, serving each other, and leaning on one another through faith and connection during the toughest tribulations.; 14900 Dana Ave, Cleveland OH 44111; Start Date 12/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Secretarial duties and meeting coordinator, event and partnership coordination, and assistance with state business filings.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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