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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-24 |
Branch Locations
135 S 84Th St Suite 400, Milwaukee, WI 53214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Madison | WI | 07/2025 | Present |
| Citizens First Bank | Viroqua | WI | 01/2025 | 06/2025 |
| Uw-Eau Claire | Eau Claire | WI | 09/2020 | 12/2024 |
| Menards | Eau Claire | WI | 06/2022 | 08/2024 |
| Walmart | Eau Claire | WI | 01/2022 | 04/2022 |
| Menards | Eau Claire | WI | 06/2021 | 09/2021 |
| Nelson Agri-Center | Viroqua | WI | 04/2017 | 08/2020 |
| Viroqua High School | Viroqua | WI | 09/2016 | 05/2020 |
| Parks And Recreation | Viroqua | WI | 11/2017 | 09/2019 |
| Nylife Securities Llc | Madison | WI | 10/2025 | Present |
| Eagle Strategies Llc | Milwaukee | WI | 08/2026 | Present |
[Shorewood Messmer Dominican High School; Coaching high school football during the fall season; 1701 East Capitol Drive, Shorewood, WI, 53211; Start Date 08/2026; Role/Title: Assistant Coach; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
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