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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-25 |
| OH | RA | APPROVED | 2011-01-10 |
Branch Locations
4357 Ferguson Dr Suite 240, Cincinnati, OH 45245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Cincinnati | OH | 10/2008 | Present |
| Nylife Securities Llc | Cincinnati | OH | 04/2009 | Present |
| The Lyon Group, Llc | Cincinnati | OH | 06/2009 | Present |
| Eagle Strategies Llc | Cincinnati | OH | 01/2011 | Present |
[OPERATING UNDER THE DBA NAME OF THE LYON GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED 4357 FERGUSON DRIVE, STE 240, CINTI OH 45245] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; 8 hours per month; START DATE 5/2012]]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-07 |
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