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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 | 2025-09-26 |
| OH | RA | APPROVED | 2025-09-11 |
Branch Locations
6100 Oak Tree Blvd. Suite 300, Independence, OH 44131 • United States
261 Crocker Park Blvd, Apt 306, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Seven Hills | OH | 05/2017 | 11/2021 |
| Nylife Securities Llc | Seven Hills | OH | 09/2017 | 11/2021 |
| Cavaliers Holding Llc | Cleveland | OH | 02/2017 | 01/2019 |
| Eastern Ohio Basketball Assoc. | Columbus | OH | 11/2013 | 12/2019 |
| Webster University | Geneva | 08/2016 | 12/2016 | |
| Kent State University | Kent | OH | 08/2013 | 12/2016 |
| Halpern & Associates | Independence | OH | 10/2019 | 11/2021 |
| Yes Wealth Partners Llc | Independence | OH | 09/2020 | 11/2021 |
| Eagle Strategies Llc | Independence | OH | 03/2021 | 11/2021 |
| Intrepid Wealth Partners, Llc | Independence | OH | 06/2021 | 10/2021 |
| Dynamic Wealth Advisors Dba Swiss American Wealth Advisors | Westlake | OH | 01/2022 | Present |
| Nylife Securities Llc | Westlake | OH | 11/2023 | Present |
| Eagle Strategies Llc | Independence | OH | 09/2025 | Present |
[Miller Muscle, LLC; Online strength and nutrition coach; 261 Crocker Park BLVD., APT 306, Westlake, OH 44145; Start Date: 09/2022; Role/Title: Owner; Not investment related; 40 hours per month; 10 hours per month during securities trading hours; owner and head coach responsible for all aspects of the business; management, client servicing, etc.] [Basketball Official; Officiate basketball games; 261 Crocker Park BLVD., APT 306, Westlake, OH 44145; Start Date: 09/2013; Role/Title: Independent Contractor; Not investment related; 10 hours per month; 0 hours per month during securities trading hours; Officiate basketball games] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 261 Crocker Park BLVD., APT 306, Westlake, OH 44145; Start Date: 11/2021; Role/Title: Insurance Broker; Investment related; 10 hours per month; 10 hours per month during securities trading hours; Solicitation and sale of insurance and financial products] [A M LEEMAN REAL ESTATE LLC; buy and sell real estate; 261 Crocker Park BLVD., APT 306 Westlake, OH 44145; Start Date 07/2024; Role/Title: Owner; Investment Related; 20 hours per month; 10 hours per month during securities trading hours; owner/operator]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
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