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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-02-04 |
Branch Locations
105 N Oak Park Ave Suite 2C, Oak Park, IL 60301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Downers Grove | IL | 10/2008 | Present |
| Nylife Securities Llc | Downers Grove | IL | 11/2008 | Present |
| Eagle Strategies Llc | Chicago | IL | 02/2009 | Present |
| Peterson Financial Group, Llc | Oak Park | IL | 08/2025 | Present |
[Peterson Financial Group LLC; pay my employee and business expenses; 1002 S. Kenilworth Oak Park IL; Start Date 05/2019; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME Peterson Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; OAK PARK IL; START DATE: 08/2025][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 105 N. Oak Park Ave., Ste. 2C, Oak Park, IL 60301; Start Date 01/2026; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 15 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-08 |
| S66 | Uniform Combined State Law Examination | 2002-10-17 |
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