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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-07 |
Branch Locations
8134 New La Grange Rd Ste 103, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Louisville | KY | 07/1980 | Present |
| Nylife Securities Inc. | Louisville | KY | 07/1980 | Present |
| Schank Financial | Louisville | KY | 09/2002 | Present |
| Eagle Strategies Llc | Louisville | KY | 02/2008 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER THE DBA SCHANK FINANCIAL] [NYLARC; Passive investor in NYLARC; 8601 North Scottsdale Road, Suite 300, Scottsdale, Arizona 85253; Start Date 06/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [S & E Investments LLC; Rental Real estate; 8134 New LaGrange Rd., Suite 225, Louisville, KY 40222; Start Date 05/2002; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Rental Property; Rental property. 1 RENTAL HOUSE; 201 Blue Ridge Rd Louisville, KY 40223; Start Date 04/1987; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-14 |
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