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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-01 |
| MN | RA | APPROVED | 2023-11-28 |
Branch Locations
3600 Minnesota Drive Suite 100, Edina, MN 55435 • United States
St Paul Park, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Bloomington | MN | 12/2007 | 11/2018 |
| Nylife Securities Llc | Bloomington | MN | 01/2017 | 11/2018 |
| New York Life Insurance Company | Edina | MN | 12/2016 | Present |
| Nylife Securities Llc | Edina | MN | 12/2018 | Present |
| Veritas Financial Strategies, Llc | Edina | MN | 02/2019 | Present |
| Eagle Strategies Llc | Edina | MN | 11/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 3600 Minnesota Drive #100 Edina, MN 55435; Start Date 03/2024; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF VERITAS FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; EDINA, MN; START DATE: 02/2019] [Washington County; I will be an election judge 3 times per year for 15 hrs per election.I will be supervising the elections, making sure every ballot is counted and the election is fair. ; 14949 62nd Street North Stillwater, MN 55082; Start Date 03/2024; Role/Title: Employee; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-02 |
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