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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-12-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Lincoln | NE | 08/2013 | Present |
| Nylife Securities Llc | Lincoln | NE | 01/2014 | Present |
| Tandem Financial Team Llc | Lincoln | NE | 10/2021 | Present |
| Eagle Strategies Llc | Lincoln | NE | 12/2023 | Present |
[Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products AND THROUGH GA CPS IMPACT; 1221 N St., Suite 800, Lincoln, NE 68508; Start Date 08/2017; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [St. Mark Lutheran School Parent Teacher Organization; 2840 S 19th St., Lincoln, NE 68502; Start Date 06/2018; Role/Title: Officer/ Treasurer; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF TANDEM FINANCIAL TEAM LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LINCOLN, NE; START DATE: 10/2021][St. Mark Lutheran School; School Board President. Private school providing education to preschool, kindergarten-8th grade.; 3840 S 19th St, Lincoln, NE 68502; Start Date 02/2025; Board Member; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours; preside over the school board. This role requires monthly board meetings, support to school staff & parents, overview of financials and overall management of the school][St. Mark Lutheran School Scholarship Foundation Committee; This committee is in charge of maintaining and monitoring the scholarship foundation for St. Mark Lutheran School; 3840 S. 19th St., Lincoln, NE 68506; Start Date 11/2025; Role/Title: Board Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; guidance on investment of funds]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-18 |
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