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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2015-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Melville | NY | 12/2008 | Present |
| Nylife Securities Llc | Melville | NY | 12/2008 | Present |
| Pinnacle Strategies Inc | Melville | NY | 01/2012 | Present |
| Eagle Strategies Llc | Melville | NY | 01/2015 | Present |
| Wealth Conservation Group, Inc. | Melville | NY | 02/2019 | Present |
[SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS VIA D/B/A PINNACLE STRATEGIES INC.; investment related; start date 1/2012] [OPERATING UNDER THE DBA NAME OF WEALTH CONSERVATION GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MELVILLE, NY; START DATE: 02/2019] [NAIFA NY; VP of Government Relations. Advocacy for insurance and financial advisors; 600 State Street, Suite A Cedar Falls, IA 50613; Start Date 11/2020; Role/Title: President; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; running meetings, and oversee government relations]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-28 |
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