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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2013-05-28 |
Branch Locations
1221 N Street Suite 800, Lincoln, NE 68508 • United States
18140 Burke Street Suite 201, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Lincoln | NE | 06/2012 | Present |
| Nylife Securities Llc | Lincoln | NE | 08/2012 | Present |
| Eagle Strategies Llc | Lincoln | NE | 05/2013 | Present |
(PREMIUM PROPERTIES, INC, 12301 EMMAWALTER RD, LINCOLN, NE, PRESIDENT OF S-CORP, OWNS RENTAL PROPERTIES, NOT INVESTMENT-RELATED, SEVERAL HRS/MO.) [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 1221 N STREET, SUITE 800 LINCOLN, NE 68508; START DATE 08/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS][Omaha Executive Association; Board member for Omaha Executive Association (OEA) is a networking group. Members take turns serving on the board.; 1941 South 42nd Ave, Suite 526, Omaha, NE 68106; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; make sure the organization is meeting its stated goal of helping build business for current members and reviewing new membership applications.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-08 |
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