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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-02 |
| MT | RA | APPROVED | 2021-12-20 |
Branch Locations
1111 N Rodney Street Suite 4C, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Billings | MT | 01/2017 | Present |
| Nylife Securities Llc | Billings | MT | 05/2017 | Present |
| Unemployed | Missoula | MT | 11/2016 | 01/2017 |
| El Dorado Hospitality | Missoula | MT | 02/2016 | 10/2016 |
| Fitchburg State University | Fitchburg | MA | 03/2010 | 05/2020 |
| Sliver Slipper Sports Bar & Grill | Missoula | MT | 09/2017 | 06/2020 |
| University Of Montana-Missoula College | Missoula | MT | 08/2018 | Present |
| Eagle Strategies Llc | Missoula | MT | 12/2021 | Present |
[Missoula Airport Authority;5225 Highway 10 West, Airport Box 25 Missoula MT 59808; start date 12/2015/ board member; 3 hours per month 2 during sec hours; I am on the finance committee and attend regular monthly board meetings; non investment related] [University of Montana - Missoula College; Adjunct teacher. Teach online intro to hospitality course; 1205 E Broadway Street Missoula MT 59802; Start Date 09/2018; Role/Title: Educator/Instructor; Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Online instructor] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1806 South Ave W Missoula MT 59803; Start Date 06/2020; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Rental Property - Sub-Lease; 1806 South Ave W Missoula MT 59803; Start Date 03/2021; Role/Title: Leaser; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-04 |
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