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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 | 2023-01-30 |
| OH | RA | APPROVED | 2018-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. | Seven Hills | OH | 01/2009 | Present |
| Nylife Securities Llc | Seven Hills | OH | 03/2009 | Present |
| Eagle Strategies Llc | Independence | OH | 09/2018 | Present |
| Stockmaster Financial Group | Painesville | OH | 01/2019 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Investment related; 8300 Tyler Blvd Ste 205 Mentor, OH 44060; Start Date 04/2012; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]] [OPERATING UNDER THE DBA NAME OF STOCKMASTER FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PAINESVILLE, OH; START DATE: 01/2019][Stuckert's Bay Willo Lodges; Cottage Vacation Rentals; 10240 E. Bayshore Road Marblehead, OH 43440; Start Date 05/2025; Role/Title: Volunteer; Investment Related; 20 hours per month; 2 hours per month during securities trading hours; Admin support with quick-books, prepare reports for taxes and other misc reports, rental agreements, showing cottages, maintenance][JL Livestock & Crop ; Farming. Oversees crop and livestock production and sales, manages farm equipment acquisitions and sales, and directs day-to-day farm operations; Madison Rd, Thompson, OH 44086; Start Date 01/2026; Role/Title: Owner; Not Investment Related; 40 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-21 |
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