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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holdgrafer Dairy, Inc. | Bellevue | IA | 07/2004 | Present |
| New York Life Insurance Co. | Hiawatha | IA | 01/2017 | Present |
| Nylife Securities Llc | Hiawatha | IA | 02/2017 | Present |
| Eagle Strategies Llc | Bellevue | IA | 11/2021 | Present |
[Holdgrafer Dairy, Inc; 20070 328th Avenue Bellevue, IA 52031; Officer; do the accounting for the business; July 1,2004 - Current; 20 hours per month; wages] [Insurance Brokering; Appointed with various insurance carriers for the purpose of brokering non registered insurance products; 110 N RIVERVIEW BELLEVUE, IA 52031; Start Date 08/2020; Role/Title: Independent Contractor; Investment Related; 4 hours per month; 3 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-07 |
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