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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2018-10-16 |
Branch Locations
1051 E Horvath Drive Suite 102, Wasilla, AK 99654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Anchorage | AK | 10/2014 | Present |
| New York Life Insurance Co | Anchorage | AK | 09/2014 | Present |
| Vision Financial Group | Anchorage | AK | 07/2018 | Present |
| Eagle Strategies Llc | Anchorage | AK | 10/2018 | Present |
[EAGLE RIVER JUNIOR NORDIC; CROSS COUNTRY SKI COACH; 12001 BUSINESS BLVD, SUITE 123, EAGLE RIVER, AK 99577; NO COMPENSATION; 20 HOURS PER MONTH; NON-INVESTMENT RELATED] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 188 W Northern Lights Ste 1300, Anchorage AK, 99503; Start Date 04/2018; Role/Title: Independent Contractor; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF VISION FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ANCHORAGE, AK; START DATE: 07/2018]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-21 |
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