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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-01 |
Branch Locations
21 East 100 North Suite 104, American Fork, UT 84003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Sandy | UT | 12/2019 | Present |
| Nylife Securities Llc | Sandy | UT | 04/2020 | Present |
| Utah Valley University | Orem | UT | 08/2017 | 12/2019 |
| 2For1 | Provo | UT | 08/2019 | 09/2019 |
| Corbeau Seats Usa Llc | Bluffdale | UT | 08/2017 | 08/2019 |
| 1-800 Contacts | Draper | UT | 05/2017 | 08/2019 |
| Southern Utah University | Cedar City | UT | 08/2016 | 05/2017 |
| Eagle Strategies Llc | American Fork | UT | 10/2023 | Present |
| Mountain Sage Financial, Llc | American Fork | UT | 04/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 21 E 100 N Suite 104 American Fork Ut 84003; Start Date 03/2023; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; General insurance agent] [OPERATING UNDER THE DBA NAME OF Mountain Sage Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; AMERICAN FORK UT; START DATE: 04/2025]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-22 |
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