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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 | 2017-06-22 |
| OK | RA | APPROVED | 2013-07-11 |
Branch Locations
8905 South Yale Avenue Suite 100B, Tulsa, OK 74137-3540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Tulsa | OK | 02/2010 | Present |
| New York Life Insurance Company | Tulsa | OK | 06/2009 | Present |
| Integrated Financial | Tulsa | OK | 10/2012 | Present |
| Eagle Strategies Llc | Tulsa | OK | 07/2013 | Present |
| Edison Financial Group, Llc D/B/A Edison Wealth Strategies | Tulsa | OK | 09/2021 | Present |
[OPERATING UNDER THE DBA NAME OF INTEGRATED FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ROLE/TITLE: ASSOCIATE; ADDRESS: 15 WEST SIXTH STREET, 25TH FLOOR, TULSA, OK 74119; START DATE: 10/09/2012] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Edison Financial Group, LLC; my accountant asked me to set up this LLC for tax purposes and asset protection. I pay my employee thru this bank account and receive commissions from non-nyl insurance companies which is also a disclosed OBA; 12028 S Norwood Ave. Tulsa, OK 74137; Start Date 09/2020; Role/Title: Owner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours;pay bills and receive commissions from non-nyl insurance companies ] [Cryptocurrency Investment; Buying a small amount of Krypto currency for myself; 2016 E 132nd PL S, Bixby OK 74008; Start Date 04/2021; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; PASSIVE INVESTOR] [OPERATING UNDER THE DBA NAME OF EDISON FINANCIAL GROUP, LLC D/B/A EDISON WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; TULSA, OK; START DATE: 09/2021][Rental Property; property for the intention of rental income.; 2016 E 132nd PL S, Bixby, OK 74008; Start Date 03/2026; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-19 |
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