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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co. | Gr | MI | 05/1991 | Present |
| Nylife Securities Inc. | Okemas | MI | 12/1991 | Present |
| Potjer Financial Resources | Byron Center | MI | 01/2000 | Present |
| Eagle Strategies Llc | Byron Center | MI | 03/2009 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER THE DBA NAME POTJER FINANCIAL RESOURCES; INVESTMENT RELATED; START DATE 01/2000] [GRAND RIVER COMMERCE, INC; PERSONAL AND COMMERCIAL BANKING SERVICES AND LENDER.; 4471 WILSON AVE SW GRANDVILLE, MI 49418; START DATE 10/2013; ROLE/TITLE: PASSIVE INVESTOR; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Byron Center Downtown Development Authority; OFFICER; NON INVESTMENT RELATED; START DATE 06/2013][REJTOP ENTERPRISES LLC; MY PERSONAL OFFICE; 2555 84th ST SW Byron Center MI 49315; Start Date 02/2018; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; PAY WATER BILL, TAXES, MAINTENCE]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-15 |
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