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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-12-03 |
| WA | RA | APPROVED | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alternative Cpa & Consulting | Sandpoint | ID | 09/2017 | 11/2024 |
| Bradley Insurance | Sandpoint | ID | 02/2018 | 06/2018 |
| Frydaho | Sandpoint | ID | 07/2015 | 09/2017 |
| New York Life Insurance Company | Spokane | WA | 10/2024 | Present |
| Nylife Securities Llc | Spokane | WA | 01/2025 | Present |
| Eagle Strategies Llc | Sandpoint | ID | 12/2025 | Present |
[Sandpoint Kiwanis; Kiwanis International is a global organization of volunteers dedicated to improving the world one child and one community at a time. They focus on serving children through various service and leadership programs.; P. O. Box 1186 Sandpoint ID 83864; Start Date 09/2025; Role/Title: Treasurer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Creating and maintaining financial records for the Sandpoint Kiwanis for review of the membership and executive board]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
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