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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-05-19 |
Branch Locations
1100 College Drive Suite 3, Bismarck, ND 58501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Fargo | ND | 04/2022 | Present |
| Nylife Securities Llc | Fargo | ND | 05/2022 | Present |
| Gate City Bank | Bismarck | ND | 09/2021 | 05/2022 |
| Dorothy Moses Esp | Bismarck | ND | 09/2019 | 08/2021 |
| Vardon Golf Course | Minot | ND | 04/2019 | 06/2019 |
| University Of Mary | Bismarck | ND | 09/2018 | 04/2020 |
| Lil Acorns Daycare | Minot | ND | 07/2015 | 08/2018 |
| Wealth And Health Strategies | Bismarck | ND | 04/2026 | Present |
| Eagle Strategies Llc | Bismarck | ND | 05/2026 | Present |
[Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1100 College Dr Ste 3 Bismarck ND 58501; Start Date 03/2025; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WEALTH AND HEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (BISMARCK, ND); START DATE: 04/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-21 |
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