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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2015-10-05 |
Branch Locations
1411 Milwaukee Drive, New Holstein, WI 53061 • United States
926 Willard Drive Suite 246, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | New Holstein | WI | 11/2012 | Present |
| Crw Insurance | New Holstein | WI | 11/2012 | Present |
| Eagle Strategies Llc | New Holsteing | WI | 10/2015 | Present |
| Action Financial Strategies, Llc | New Holstein | WI | 04/2016 | Present |
[OPERATING UNDER THE DBA NAME OF ACTION FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; NEW HOLSTEIN, WI; START DATE: 04/2016]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-25 |
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