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Account
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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 1999-10-05 |
Branch Locations
Three City Place Drive Suite 690, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Clayton | MO | 03/1978 | Present |
| Nylife Securities Inc. | St. Louis | MO | 06/1983 | Present |
| Kalibr | Creve Coeur | MO | 01/2017 | 01/2018 |
| Eagle Strategies Llc | Saint Louis | MO | 08/1999 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 10/2002] [WCP FUNDING V LLC; INVESTING IN MEDICAL EQUIPMENT DEVELOPMENT; 7733 FORSYTH BLVD.. S- 1450, CLAYTON MO. 63105; START DATE 03/2015; ROLE/TITLE: INVESTOR; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [IP Partners LLC, DBA BacterioScan Holdings; Profits Interest in IP Partners LLC, DBA BacterioScan Holdings. production & Sale of instruments that diagnose Unitary tract infection; 7733 Forsyth Blvd, S 1450, Clayton, Mo.63105; Start Date 06/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; PASSIVE INVESTOR] [NYLARC Holding Company Inc.; Life Insurance reinsurance.; New York Life, 51 Madison Ave., NY, NY, 10010; Start Date 01/1995; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Bridlespur Hunt Club; A not for profit Fox Hunting club which owns approximately 1600 acres in north east Missouri for the purpose of hunting Fox & Coyote with Hounds while riding Horses.; 125 Valley Green, Eolia, Mo. 63344; Start Date 04/2020; Role/Title: Board Member; Not Investment Related; 8 hours per month; 2 hours per month during securities trading hours] [Grey Horse Equestrians of Missouri; To provide equestrian experiences for individuals with disabilities in order to facilitate their personal growth and development; 1701 Hwy T,Foristelle, Mo.63348; Start Date 02/2024; Role/Title: Board Member; Not Investment Related; 10 hours per month; 4 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-17 |
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