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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-12-23 |
| WA | RA | APPROVED | 2024-12-23 |
Branch Locations
601 W Riverside Avenue Suite 1600, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosen Wellness, Llc | Coeur D'ALene | ID | 06/2006 | Present |
| Nylife Securities, Llc | Spokane | WA | 12/2023 | Present |
| New York Life Insurance Company | Spokane | WA | 09/2023 | Present |
| Eagle Strategies Llc | Spokane | WA | 12/2024 | Present |
[Jewish Beginnings; non-investment related; 6401 Santa Monica Blvd, Milwaukee, WI 53217; non-profit; Board Member; start June 2019; 2 hours per month, 0 during securities trading hours] [Rosen Wellness; non-investment related; 2005 Ironwood Parkway, Suite 105, Coeur d'Alene, ID 83814; owner; start June 2006; 35 per month, 15 during securities trading hours; Meet with clients and make recommendations for supplements][Museum of North Idaho; museum; 720 E Young Avenue, Coeur d'Alene, ID 83814; Start Date 04/2022; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Finance Committee-We review the budget and expenses and support capital campaigns][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; MassMutual 1295 State Street Springfield, MA 01111-0001; Start Date 01/2026; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-20 |
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