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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-06 |
| MN | RA | APPROVED | 2013-12-12 |
Branch Locations
3600 Minnesota Drive Suite 100, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ny Life Ins.CO. | Minneapolis | MN | 12/1980 | Present |
| Nylife Securities Inc. | Bloomington | MN | 09/1982 | Present |
| Eagle Strategies Llc | Edina | MN | 12/2013 | Present |
| Veritas Financial Strategies, Llc | Edina | MN | 11/2018 | Present |
APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE BROKERING NON-REGISTERED INSURANCE PRODUCTS. AGENT IS REGISTERED WITH EAGLE STRATEGIES AS AN IAR. EAGLE STRATEGIES IS AN RIA OF NYLIFE SECURITIES , INC. [OPERATING UNDER THE DBA NAME OF VERITAS FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; EDINA, MN; START DATE: 11/2018]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-10 |
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