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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Ankeny | IA | 01/2020 | Present |
| New York Life Insurance Company | Ankeny | IA | 12/2019 | Present |
| Self-State Farm | Carroll | IA | 04/2018 | 12/2019 |
| Trevis Beeck State Farm | Denison | IA | 04/2016 | 04/2018 |
| Eagle Strategies Llc | Sac City | IA | 10/2024 | Present |
| Innovative Financial Solutions | Sac City | IA | 06/2025 | 08/2025 |
| Innovative Financial Solutions Group | Sac City | IA | 08/2025 | Present |
[Property & Casualty Salesl; receiving renewals owed on prior business through Alexa Beeck Insurance Agency Inc. State Farm Insurance Agency; 5 hours/month, 5 hours during securities trading hours; 711 N West St Carroll, IA 51401; owner/agent; insurance related] [Insurance Brokering; appointments with outside insurance carriers for the purpose of brokering non-registered insurance products; 711 NW St Carroll, IA 51401; beginning 04/2018; 5 hours/month, 5 hours during securities trading hours; insurance related] [Amare Global; It is a MLM that sells gut health products ; 2344 600th St Newell IA 50568; Start Date 07/2023; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; DISTRIBUTOR] [Lenhart Properties, LLC; Rental Property in Okoboji, IA ; 144 E Broadway Arnolds Park, ia 51331 ; Start Date 07/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF INNOVATIVE FINANCIAL SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (SAC CITY, IA); START DATE: 08/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-02 |
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