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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-26 |
| OK | RA | APPROVED | 2024-08-16 |
Branch Locations
2431 East 61St Street Suite 650, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Tulsa | OK | 08/2018 | Present |
| New York Life Insurance Co | Tulsa | OK | 12/2017 | Present |
| Coweta Public School | Coweta | OK | 09/2017 | 12/2017 |
| Unemployed | Coweta | OK | 05/2017 | 09/2017 |
| University Of Tulsa | Tulsa | OK | 05/2013 | 05/2017 |
| Eagle Strategies Llc | Tulsa | OK | 08/2024 | Present |
| Integrated Financial Resources, Inc. D/B/A Integrated Financial | Tulsa | OK | 12/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 888 S. Harrison St. Suite 900 Fort Wayne, IN 46801; Start Date 09/2022; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [RRJ Sand Company LLC; Sand Mining; 112 South Broadway Coweta,OK 74429; Start Date 05/2024; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF INTEGRATED FINANCIAL RESOURCES, INC. D/B/A INTEGRATED FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; TULSA OK; START DATE: 12/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-07 |
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