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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Madison | WI | 03/1995 | Present |
| Nylife Securities Llc | Madison | WI | 04/1995 | Present |
| Price Financial Group | Sturgeon Bay | WI | 11/2007 | Present |
| Eagle Strategies Llc | Sturgeon Bay | WI | 03/2024 | Present |
[[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 44 South Madison Avenue, Sturgeon Bay, WI 54235; Start Date 02/2019; Role/Title: Owner; Not Investment Related; 5 hours per month; 4 hours per month during securities trading hours] [DOOR COUNTY MEN'S OVER 30 BASKETBALL LEAGUE; START DATE 02/2015; ROLE/TITLE: REFEREE; NOT INVESTMENT RELATED; 9 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property - 46 S. Madison Ave; Rental property, a recently built small apartment above my office.; 46 S. Madison Ave., Sturgeon Bay, WI 54235; Start Date 04/2021; Role/Title: Owner; Investment Related; 5 hours per month; 1 hours per month during securities trading hours;manage, which entails booking, collecting rental, cleaning, repairs, maintenance, etc.]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-27 |
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