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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2017-06-22 |
Branch Locations
15 W 6Th Street 25Th Floor, Tulsa, OK 74119-5419 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Tulsa | OK | 12/1972 | Present |
| Nylife Securities Inc. | Tulsa | OK | 03/1985 | Present |
| Integrated Financial | Tulsa | OK | 02/2002 | Present |
| Eagle Strategies Llc | Tulsa | OK | 03/1998 | Present |
[OPERATING UNDER THE DBA NAME OF INTEGRATED FINANCIAL RESOURCES INC. DBA INTEGRATED FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 25TH FLOOR 15 W 6TH ST TULSA OK 74119; START DATE: 02/2002] [INSURANCE BROKERING; APPOINTED WITH CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [INTEGRATED BENEFIT SYSTEMS, INC.; DORMANT EMPLOYEES BENEFITS COMPANY PREVIOUSLY USED FOR THE SALE OF EMPLOYER PROVIDED GROUP INSURANCE BENEFITS; 15 WEST SIXTH STREET TULSA, OK 74119; START DATE 01/1985; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Tulsa Estate Planning Forum; A professional organization whose membership is comprised of attorneys, CPA's, Trust Officers and CLU, ChFC and CFP's; Member of the Board and Current President; July 1, 2017 to June 30, 2018 and be immediate Past President and Member of the Board the following fiscal year July 1, 2018 to June 30, 2019; Start Date 07/2017; Role/Title: President; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [MICHAEL R. NOLAND CLU, INC.;ENTITY FOR BROKERED COMMISSIONS, PAYROLL AND OPERATING EXPENSES; VENDOR PAYMENTS-NON DBA; START DATE 9/2002; INVESTEMENT RELATED; OWNER; 25TH FLOOR 15 W 6TH STREET TULSA OK 74119] [Notary Public; Notary Public; 15 W 6th Street, Ste 2500 Tulsa, OK 74119; Start Date 02/2008; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [National Association Of Estate Planners & Councils (NAEPC); NAEPC focuses on establishing and monitoring the highest professional and educational standards for the 4 Professional disciplines as follows: Attorneys, CPAs, Trust Officers & Financial Service Proffessionals. (CLU, ChFC, CFP); 1120 Chester Avenue, Suite 470 Cleveland, OH 44114; Start Date 11/2016; Role/Title: committee Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Multi-Disciplinary Team Committee - monthly conference calls to discuss ways to improve collaboration between the 4 Professional disciplines listed above. 2. Webinar Committee - bi-monthly conference call to identify future presenters for webinars hosted by NAEPC.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-17 |
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