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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 | 2025-05-22 |
| IL | RA | APPROVED | 2020-02-06 |
| MO | RA | APPROVED | 2020-01-29 |
Branch Locations
2144 S Macarthur Blvd Suite 200, Springfield, IL 62704 • United States
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 | Creve Coeur | MO | 04/2006 | Present |
| Nylife Securities, Inc | Creve Coeur | MO | 07/2006 | Present |
| Patton Financial Group | Springfield | IL | 02/2012 | Present |
| Eagle Strategies Llc | Creve Coeur | MO | 01/2020 | Present |
[PATTON FINANCIAL GROUP;YES INVESTMENT RELATED;1750 W. WABASH AVE.,STE. A SPRINGFIELD, IL 62704;OWNER/PRINCIPAL;02/2012 TO PRESENT; 40 TO 50 HOURS PER WEEK; FINANCIAL SERVICES REP OFFERING ALL NYL PRODUCTS AND BROKERING NON NYL, NON-REGISTERED PRODUCTS] [PATTON REAL ESTATE;INVESTMENT RELATED;3604 WITTINGTON COURT, SPRINGFIELD, IL 62704; PROPERTY INSPECTIONS/MANAGEMENT/RENTAL; PARTNER; 12/2012; 1 TO 3 HOURS PER MONTH; OVERSEE PROPERTY MANAGEMENT/INSPECTIONS/RENTAL. MINIMAL INVOLVEMENT IN BUSINESS. MY SPOUSE IS MY PARTNER AND SHE HAS PRIMARY RESPONSIBILITIES OF DAY TO DAY OPERATIONS] [KMP Five Star Holdings LLC; 33 1/3 ownership of a property owned by Sheaff Heller Properties LLC; 3900 Wood Duck Dr. Springfield, IL 62711; Start Date 02/2021; Role/Title: Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours;Manager and Member. Engage with current and prospective tenants regarding associated rents and inquiry of occupied or unoccupied space for lease-property for lease] [5 Star Fleet; car rental; 3900 wood duck dr suite A Springfield, IL 62711; Start Date 07/2024; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-29 |
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