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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-01 |
| CO | RA | APPROVED | 2022-11-21 |
Branch Locations
4650 Royal Vista Circle #120, Windsor, CO 80528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Streamline Crane Service | Fort Collins | CO | 10/2019 | 10/2021 |
| 1888 Industrial Services | Ault | CO | 07/2018 | 10/2019 |
| Homemaker | Fort Collins | CO | 07/2016 | 07/2018 |
| New York Life Insurance Company | Fort Collins | CO | 10/2021 | Present |
| Nylife Securities Llc. | Fort Collins | CO | 12/2021 | Present |
| Eagle Strategies Llc | Windsor | CO | 11/2022 | Present |
| Scca Swim Team | Fort Collins | CO | 03/2023 | Present |
| High Point Financial Group, Llc | Windsor | CO | 03/2023 | Present |
| Rocky Mountain High School | Fort Collins | CO | 10/2025 | Present |
[Northern Colorado Youth Hockey; Treasurer f 7900 N Fairgrounds Ave Fort Collins CO; Start Date 09/2022; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Windsor Gives; Non profit with goals to support mental, physical, and emotional well being of our community through endurance events, challenges, educational opportunities, scholarships, and more. ; 421 Main street, Windsor CO 80528; Start Date 03/2023; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours] [SCCA Swim Team ; Assistant Swim Coach. I would be assisting with the SCCA swim team in the mornings as an assistant coach for the summer june to the end of july. ; 313 Tulane Dr, Fort Collins, CO 80525; Start Date 06/2023; Role/Title: Employee; Not Investment Related; 40 hours per month; 5 hours per month during securities trading hours] [Turo Car Rental; Renting a car on Turo; 2213 Ouray Court, Fort Collins, CO 80525; Start Date 02/2024; 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 products; 4650 Royal Vista Circle, Suite 120 Windsor, CO 80528; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HIGH POINT FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (WINDSOR, CO); START DATE: 03/2023] [KMKK Properties LLC; Buying undervalued houses. Paying a manager to manage the fixing of the problems and then selling for a profit; 2213 Ouray Ct Fort Collins CO 80525; Start Date 08/2024; Role/Title: Owner; Investment Related; 10 hours per month; 2 hours per month during securities trading hours] [Rocky Mountain High School; I will be the head swim coach of the Rocky Mountain High School Girls swim team; 1300 W Swallow Rd, Fort Collins, CO 80526; Start Date 11/2025; Role/Title: Employee; Not Investment Related; 20 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-10 |
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