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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2001-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Century Companies Of America | Waverly | IA | 10/1989 | Present |
| New York Life Insurance Company | Dublin | OH | 03/1990 | Present |
| Nylife Securities Inc. | Dublin | OH | 07/1991 | Present |
| Moeller Financial Strategies | New Philadelphia | OH | 08/2002 | Present |
[DBA MOELLER FINANCIAL STRATEGIES - BATES #00255828 316 W HIGH ST - P.O. BOX 928 NEW PHILADELPHIA, OH 44663 BROKER] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE: 11/2004; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [RENTAL PROPERTY; START DATE: 11/2004; ROLE/TITLE: OWNER; INVESTMENT RELATED] INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-09-04 |
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