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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-19 |
Branch Locations
3003 E Harmony Road Suite 110, Fort Collins, CO 80528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Meets West Llc | Fort Collins | CO | 08/2007 | 03/2020 |
| Guaranteed Rate Affinity | Fort Collins | CO | 03/2020 | 12/2022 |
| Ownership Mortgage | Denver | CO | 01/2023 | 04/2023 |
| Thrivent Investment Management Inc | Greenwood Village | CO | 04/2023 | 11/2024 |
| New York Life Insurance Company | Denver | CO | 01/2025 | Present |
| Nylife Securities Llc | Denver | CO | 01/2025 | Present |
| Eagle Strategies Llc | Fort Collins | CO | 05/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered product; start 01/2025; insurance related; 3003 E. Harmony Rd Suite 110 Fort Collins CO 80528; 1 hour per month, 1 hour during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-01 |
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