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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED | 2023-06-23 |
| HI | RA | APPROVED | 2023-06-02 |
Branch Locations
9273 Kellogg Road, New Hartford, NY 13413 • United States
45 Prospect Street, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Utica | NY | 07/2010 | Present |
| New York Life Insurance Company | Utica | NY | 10/2009 | Present |
| Marble Hill Inn | Oneida | NY | 10/2002 | 12/2021 |
| Nelson Financial Group | New Hartford | NY | 11/2013 | 05/2017 |
| Nelson & Strife Financial Group | New Hartford | NY | 05/2017 | Present |
| Crystal Clear Financial Group, Llc | New Hartford | NY | 01/2021 | Present |
| Eagle Strategies Llc | Honolulu | HI | 06/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; OPERATING UNDER THE DBA NAME OF NELSON & STRIFE FINANCIAL GROUP LLC; INVESTMENT RELATED; partner; 9273 Kellogg Rd., New Hartford, NY 13413; START DATE: 05/2017] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW HARTFORD, NY; START DATE: 01/2021]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-24 |
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