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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Ankeny | IA | 09/2023 | Present |
| New York Life Insurance Company | Ankeny | IA | 07/2023 | Present |
| Unemployed | Ames | IA | 08/2022 | 07/2023 |
| Precon Demolition | Des Moines | IA | 05/2022 | 07/2022 |
| Unemployed | Ames | IA | 09/2021 | 04/2022 |
| Iowa State University | Ames | IA | 08/2020 | 05/2023 |
| Kaldebergs Pbs Landscaping | Johnston | IA | 04/2020 | 08/2021 |
| Unemployed | Ankeny | IA | 04/2013 | 03/2020 |
| Eagle Strategies Llc | Ankeny | IA | 11/2023 | Present |
| Innovative Financial Solutions | Adel | IA | 12/2023 | 08/2025 |
| Innovative Financial Solutions Group | Adel | IA | 08/2025 | Present |
[OPERATING UNDER THE DBA NAME OF INNOVATIVE FINANCIAL SOLUTIONS GROUP FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; (ADEL, IA); START DATE: 01/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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