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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-10 |
Branch Locations
18140 Burke Street Suite 201, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Omaha | NE | 09/2010 | Present |
| Nylife Securities Llc | Omaha | NE | 11/2010 | Present |
| Vlock Financial Group | Omaha | NE | 08/2014 | Present |
| Generation Strategies, Llc | Omaha | NE | 07/2018 | Present |
| Eagle Strategies Llc | Elkhorn | NE | 02/2026 | Present |
[OPERATING UNDER THE DBA NAME OF VLOCK FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; OMAHA, NE; START DATE: 08/2014] [Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; One Valmont Plaz, Suite 100, Omaha, NE 68154; Start Date 06/2018; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GENERATION STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; OMAHA, NE; START DATE: 07/2018]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-20 |
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