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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-04 |
Branch Locations
4032 N Holland Sylvania Rd, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Downers Grove | IL | 03/2016 | Present |
| Nylife Securities Llc | Downers Grove | IL | 03/2016 | Present |
| Heritage Planners | Maumee | OH | 12/2018 | Present |
| Eagle Strategies Llc | Toledo | OH | 09/2020 | Present |
[OPERATING UNDER THE DBA NAME OF HERITAGE PLANNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; MAUMEE, OH; START DATE: 12/2018] [OneNorth LLC; WIfe's consulting company.; 41w215 Campton Trail Rd St Charles Il 60175; Start Date 04/2013; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Deet's LLC; BBQ Restaurant; 1226 S Mccord Rd Holland Oh 43528; Start Date 01/2017; Role/Title: Partner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the Life Insurance I write with New York Life; 51 Madison Ave, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Not Investment Related; .5 hours per month; .1 hours per month during securities trading hours][OneNorth Properties LLC; Business that manages and rents property; 4032 N Holland Sylvania Rd Toledo Oh 43623; Start Date 01/2025; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Ensure the books are accurate and hire any contractors to fix issues at property][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 4032 N Holland Sylvania Toledo Oh 43623; Start Date 07/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-19 |
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