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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Wichita | KS | 11/2009 | Present |
| Nylife Securities Llc | Wichita | KS | 11/2009 | Present |
| Paulseen Financial Group | Wichita | KS | 10/2010 | Present |
| Eagle Strategies Llc | Wichita | KS | 04/2023 | Present |
[DBA PAULSEEN FINANCIAL GROUP--APPOINTED WITH VARIOUS INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS AS WELL AS SELLING NEW YORK LIFE PRODUCTS AND SERVICES; START DATE 10/2010] [THAT, LLC; Passive investor in the hospitality industry. hotel investment; 1124 N Linden Circle Wichita Ks 67206; Start Date 07/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Nashville Airport Hotel LLC and Nashville Rivergate Hotel LLC passive investment][Community National Bank and Trust; I have been asked to sit on the Board of Directors; 8535 E 21st N Suite 100 Wichita Ks 6722; Start Date 01/2025; Role/Title: Board Member; Investment Related; 1.5 hours per month; 0 hours per month during securities trading hours; part of an 8 person team that is designed to help the Owners of the bank develop their strategic plan moving forward. Non-voting member.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-09 |
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