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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-04-12 |
| CO | RA | APPROVED | 2002-10-24 |
Branch Locations
1136 E Stuart Street Suite 4105A, Fort Collin, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Lie Ins. Co. | Boulder | CO | 12/1995 | Present |
| Nylife Securities Inc. | Arvada | CO | 12/1995 | Present |
| Focus Financial Strategies, Llc | Fort Collins | CO | 06/2016 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3003 E. HARMONY ROAD #110, FORT COLLINS, CO 80528; START DATE 11/1999; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF FOCUS FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FORT COLLINS, CO; START DATE: 06/2016] [Focus Financial Properties LLC; Purchased May 2021. Focus Financial Properties owns 100%, William Hastings 100% member. Occupy #suite 4105 201 for Eagle Strategies, rent to Eagle Adviser Jason Radke (124421).; 1136 E Stuart St Suite 4105, Fort Collins, CO 80525; Start Date 05/2021; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; collect rental income] [Living Hope Mountain Respite; Board of Directors - Serve on the Board on a volunteer capacity. Living Hope Mountain Respite is a ministry to provide a respite weekend in the Colorado Rockies for married couples that have experienced the loss of a child.; 5676 Maidenhead Drive, Windsor, CO 80550; Start Date 01/2020; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Rental Property; Single Family home purchased for the primary purpose to house my daughter (first renter) and granddaughter, plus one tenant (second renter); 731 Ponderosa Drive, Windsor CO 80550; Start Date 08/2023; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
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