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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2023-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Fort Collins | CO | 01/2020 | 12/2020 |
| New York Life Insurance Co | Fort Collins | CO | 12/2019 | 12/2020 |
| Starbucks | Greeley | CO | 04/2019 | 11/2019 |
| Red Robin | Greeley | CO | 12/2017 | 08/2019 |
| Dominos Pizza | Oklahoma City | OK | 09/2015 | 10/2017 |
| Campbell County Memorial Hospital | Gillette | WY | 12/2020 | 07/2022 |
| New York Life Insurance Company | Casper | WY | 10/2021 | Present |
| Nylife Securities Llc | Casper | WY | 11/2021 | Present |
| Eagle Strategies Llc | Gillette | WY | 10/2023 | Present |
| Summit Ridge Financial Group Llc | Gillette | WY | 11/2024 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 413 S. Douglas Hwy. Gillette, WY 82716; Start Date 09/2024; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SUMMIT RIDGE 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); (GILLETTE, WY); START DATE: 11/2024][Momtrepreneurs of Wyoming; Networking group with no fees; no physical address; Start Date 04/2022; Role/Title: Owner; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Arrange events and manage FB group page]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-15 |
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