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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-08 |
| TX | RA | APPROVED | 2014-01-08 |
Branch Locations
3600 Minnesota Dr Ste 100, Edina, MN 55435 • United States
Woodbury, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Edina | MN | 05/2006 | Present |
| Nylife Securities | Edina | MN | 11/2006 | Present |
| Eagle Strategies Llc | Edina | MN | 03/2010 | Present |
| Tomar & Associates | Edina | MN | 04/2013 | 03/2017 |
| Akshya Financial | Woodbury | MN | 03/2017 | 12/2023 |
| Akshya Financial | Edina | MN | 12/2023 | Present |
| Wealth Transformations Llc | Edina | MA | 03/2026 | Present |
[OPERATING UNDER THE DBA NAME OF AKSHYA FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WOODBURY, MN; START DATE: 03/2017] [RENTAL PROPERTY; OWNER; INVESTMENT RELATED; START DATE 06/2009; Find potential renters, collect the rent, general maintenance related to the property][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 10746 Watersedge Lane, Woodbury, MN 55129; Start Date 03/2026; Role/Title: Owner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Wealth Transformations LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; EDINA MN; START DATE: 03/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-16 |
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