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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2010-04-08 |
Branch Locations
1290 West Myrtle Street Suite 460, Boise, ID 83702-9000 • United States
Eagle, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Boise | ID | 05/2005 | Present |
| Nylife Securities Inc. | Boise | ID | 05/2005 | Present |
| Eagle Strategies Llc | Boise | ID | 04/2010 | Present |
[Competitive Bicycling; hobby ; non investment related; start date 5/05] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 09/09] [Chamber of Commerce: volunteer; start date 8/2006; non investment related] [Eagle Pubic Library Foundation; Eagle Public Library Foundation; 100 N Stierman Way, Eagle, ID 83616; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; join online for monthly meetings and render opinion on the topics discussed.]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-01 |
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