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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-17 |
Branch Locations
1615 Sw Main Street Suite 201, Ankeny, IA 50023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Ankeny | IA | 12/2022 | Present |
| New York Life Insurance Company | Ankeny | IA | 01/2022 | Present |
| Symmetry Financial Group | Swannanoa | NC | 05/2021 | 12/2021 |
| Exile Brewing Company | Des Moines | IA | 04/2018 | 04/2021 |
| Us Cellular | Urbandale | IA | 06/2017 | 04/2018 |
| Johnson Brothers Of Iowa | Johnston | IA | 09/2012 | 06/2017 |
| Innovative Financial Solutions Group | Ankeny | IA | 09/2025 | Present |
| Eagle Strategies Llc | Ankeny | IA | 02/2026 | Present |
[Gimmies Mobile Golf Simulator; Gimmies will provide a mobile virtual golf simulator experience for both indoor and outdoor events. Capable of uses for both residential and commercial events.; 5207 NW 10th Street, Ankeny Iowa; Start Date 04/2025; Role/Title: Owner; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; oversee operations] [OPERATING UNDER THE DBA NAME OF INNOVATIVE FINANCIAL SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ANKENY, IA); START DATE: 09/2025][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1615 SW Main Street, suite 201 Ankeny, Iowa 50023; Start Date 09/2025; Role/Title: Insurance Broker; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Ankeny Area Chamber of Commerce Executive Board; I will be a member of the Executive Board at the Ankeny Area Chamber of Commerce that the Full Board reports too. I will be in a succession line to sign off on purchases made by the Chamber staff but will not have check writing authority. ; 1360 SW Park Square Dr Ste 104, 106 & 108, Ankeny, IA 50023; Start Date 01/2026; Role/Title: Officer; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; I will be the treasurer in 2026.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-17 |
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