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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED_RES | 2020-02-13 |
Branch Locations
135 South 84Th St Suite 400, Milwaukee, WI 53214 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Oconomowoc | WI | 04/2008 | 12/2019 |
| Thrivent Financial For Lutherans | Appleton | WI | 06/2008 | 12/2019 |
| New York Life Insurance Company | Milwaukee | WI | 12/2019 | Present |
| Nylife Securities Inc | Milwaukee | WI | 01/2020 | Present |
| Eagle Strategies Llc | Milwaukee | WI | 01/2020 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;135 S 84th St, Suite 400, Milwaukee, WI 53214; 12/2019; 40 hours per month; 40 hours during trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-24 |
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