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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-08 |
Branch Locations
3720 Queen Court Sw, Suite 4, Cedar Rapids, IA 52404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benton Community | Van Horne | IA | 07/2013 | 05/2019 |
| Dairy Queen | Cedar Rapids | IA | 04/2018 | 10/2018 |
| Nordstrom | Cedar Rapids | IA | 06/2019 | 07/2019 |
| Coe College | Cedar Rapids | IA | 08/2019 | 04/2020 |
| Securitas Security | Cedar Rapids | IA | 04/2020 | 08/2020 |
| Coe College | Cedar Rapids | IA | 08/2020 | 05/2021 |
| Prolawn Plus | Cedar Rapids | IA | 05/2021 | 08/2021 |
| Coe College | Cedar Rapids | IA | 08/2021 | 05/2022 |
| Your Vision Financial Group | Cedar Rapids | IA | 05/2022 | 08/2022 |
| Coe College | Cedar Rapids | IA | 08/2022 | 05/2023 |
| Ups | Hiawatha | IA | 12/2022 | 01/2023 |
| Your Vision Financial Group | Cedar Rapids | IA | 05/2023 | 07/2026 |
| Nylife Securities Llc | Cedar Rapids | IA | 08/2023 | Present |
| Eagle Strategies Llc | Cedar Rapids | IA | 02/2024 | Present |
| Your Vision Financial Group | Cedar Rapids | IA | 07/2026 | Present |
[OPERATING UNDER THE DBA NAME OF YOUR VISION FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; Cedar Rapids, IA 07/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
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