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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-11 |
| MT | RA | APPROVED | 2022-08-25 |
Branch Locations
176 South 32Nd Street West Suite 1, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Billings | MT | 08/2014 | Present |
| Digital Layer Design | Billings | MT | 07/2008 | Present |
| Nylife Securities Llc | Billngs | MT | 09/2014 | Present |
| Retirement Solutions | Billings | MT | 01/2015 | Present |
| Eagle Strategies Llc | Billings | MT | 08/2022 | Present |
[Digital Layer Design; Freelance graphic design services that provide identity, print, and photography. Photography services and artwork for personal and/or business use.; 3207 Avenue F, Billings, MT 59102; Start Date 07/2008; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 178 S 32nd ST W, Suite 1, Billings, MT 59102; Start Date 03/2018; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RETIREMENT SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BILLINGS, MT; START DATE: 01/2015]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-24 |
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