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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 | 2020-09-28 |
| AZ | RA | APPROVED | 2012-02-28 |
Branch Locations
6710 N Scottsdale Road Ste 160, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Scottsdale | AZ | 01/2012 | Present |
| New York Life Insurance Co | Scottsdale | AZ | 12/2011 | Present |
| Eagle Strategies Llc | Scottsdale | AZ | 02/2012 | Present |
| Carrie Hall And Associates Financial & Insurance Services | Scottsdale | AZ | 03/2012 | Present |
| Mahoney Financial Organization, Llc | Scottsdale | AZ | 12/2017 | 01/2019 |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 6710 N SCOTTSDALE ROAD #160-SCOTTSDALE, AZ 85253; AGENT; start date 12/2011] [OPERATING UNDER THE DBA NAME OF CARRIE HALL AND ASSOCIATES; FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; start date 03/2012] [Monarch Bay Properties II, LLC; LLC is a single member LLC which owns a single residential property located at 1220 S Walnut Ave, Broken Arrow, OK 74012. Sole Member is The Charles and Colleen Tucker Family Trust U/T/A dated April 9, 2007.; 1220 S Walnut Ave, Broken Arrow, OK 74012; Start Date 05/2017; Role/Title: Co-Manager, Trustee of Trust Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Monarch Bay Properties I, LLC; LLC is a single member LLC which owns a single residential property located at 3915 E Marconi Ave, Phoenix, AZ 85032. Sole Member is The Charles and Colleen Tucker Family Trust U/T/A dated April 9, 2007.; 6113 E Laurel Lane, Scottsdale, AZ 85254; Start Date 05/2017; Role/Title: Co-Manager, Trustee of Trust Member; Investment Related; 3 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-12 |
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