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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2022-11-21 |
Branch Locations
188 W Northern Lights Blvd Suite 1300, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homewell Senior Care | Anhorage | AK | 05/2011 | 06/2017 |
| Homemaker | Anchorage | AK | 07/2017 | 08/2017 |
| Last Frontier Care Coordination | Anchorage | AK | 08/2017 | 12/2019 |
| New York Life Insurance Company | Anchorage | AK | 10/2019 | Present |
| Nylife Securities Llc | Anchorage | AK | 10/2019 | Present |
| Clem Financial | Anchorage | AK | 04/2021 | Present |
| Eagle Strategies Llc | Anchorage | AK | 11/2022 | Present |
[OPERATING UNDER THE DBA NAME OF CLEM FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ANCHORAGE, AK; START DATE: 04/2021] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 615 E. 82nd Ave. Ste 104 Anchorage AK 99518; Start Date 07/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-20 |
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