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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-20 |
Branch Locations
370 Interlocken Boulevard Suite 620, Broomfield, CO 80021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Arvada | CO | 12/2013 | Present |
| Nylife Securities Llc | Arvada | CO | 01/2014 | Present |
| Blanchard Financial Services | Westminster | CO | 01/2015 | 05/2018 |
| Summit Financial Solutions | Broomfield | CO | 09/2018 | 08/2024 |
| Eagle Strategies Llc | Broomfield | CO | 12/2024 | Present |
| Summit Financial Strategies | Broomfield | CO | 01/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 370 Interlocken Blvd., suite 600, Broomfield, CO, 80021; Start Date 07/2018; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SUMMIT FINANCIAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (BROOMFIELD, CO); START DATE: 01/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-24 |
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