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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-05 |
| KY | RA | APPROVED | 2026-06-05 |
Branch Locations
100 N Louis J Koch Blvd Suite 103, Santa Claus, IN 47579 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Strategies Llc | Santa Claus | IN | 06/2026 | Present |
| New York Life Insurance Company | Louisville | KY | 08/2022 | Present |
| University Of Missouri-St. Louis | St. Louis | MO | 08/2017 | 08/2022 |
| Texas A&M University-Corpus Christi | Corpus Christi | TX | 08/2015 | 08/2017 |
| Nylife Securities Llc | Louisville | MO | 11/2022 | Present |
| Wahl Financial Llc | Santa Claus | IN | 01/2026 | Present |
[OPERATING UNDER THE DBA NAME OF WAHL FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (OWNER); (SANTA CLAUS, IN); START DATE: 01/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-11 |
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