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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Alabama | Tuscaloosa | AL | 08/2014 | 03/2018 |
| The University Of Alabama | Tuscaloosa | AL | 08/2014 | 03/2018 |
| New York Life Insurance Co | Bellevue | WA | 04/2018 | Present |
| Nylife Securities Llc | Bellevue | WA | 05/2018 | Present |
| Eagle Strategies Llc | Lynden | WA | 09/2019 | Present |
| Larsen Financial Services | Lynden | WA | 01/2020 | 01/2025 |
| University Of Alabama | Tuscaloosa | AL | 08/2014 | 03/2018 |
[Money Management Educators, Inc.; MME provides educational workshops for corporate employees sponsored by the employer. No financial services are provided. Function - to conduct group and individual informational sessions.; 425 Cove Tower Drive #1204, Naples, FL 34110; Start Date 06/2019; Role/Title: Volunteer; Not Investment Related; 20 hours per month; 10 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through ASH BROKERAGE; 517 Liberty St; Lynden, WA 98264; Start Date 02/2022; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours][Forex Trading; utilize Forex/currency trading as a passive investment; 501 Judson Street Aly; Lynden, WA 98264; Start Date 03/2025; Role/Title: Investor; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-22 |
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