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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-06 |
Branch Locations
3003 E Harmony Road Suite 110, Fort Collins, CO 80528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Noco Nosh | Greeley | CO | 07/2020 | 07/2023 |
| Pf Changs | Loveland | CO | 04/2020 | 08/2020 |
| United Soccer Club | Loveland | CO | 03/2021 | 05/2023 |
| Bigfoot Handyman Services | Loveland | CO | 01/2010 | 08/2022 |
| Bracknell Town Football Club | Bracknell | 08/2019 | 03/2021 | |
| New York Life Insurance Company | Fort Collins | CO | 07/2023 | Present |
| Nylife Securities Llc | Fort Collins | CO | 10/2024 | Present |
| Eagle Strategies Llc | Fort Collins | CO | 11/2025 | Present |
[Hope Lives ; Volunteering ; 2627 Redwing Road, Fort Collins, Colorado, 80634; Start Date 03/2024; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Packing goodie bags, computer work, and helping with events][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 3003 East Harmony Road, Fort Collins, CO 80528; Start Date 08/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 3 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-21 |
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