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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
| OK | RA | APPROVED | 2025-06-02 |
Branch Locations
8905 South Yale Avenue Suite 100B, Tulsa, OK 74137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Friedkin Group: Gulf States Toyota (Gst) & Gsfsgroup | Houston | TX | 09/2008 | 09/2019 |
| Unemployed | Jenks | OK | 10/2019 | 12/2019 |
| Protective Asset Protection | Chesterfield | MO | 01/2020 | 04/2023 |
| Farmers Kurt Boutin Agency | Jenks | OK | 05/2023 | 12/2023 |
| New York Life Insurance Company | Tulsa | OK | 12/2023 | Present |
| Nylife Securities Llc | Tulsa | OK | 03/2024 | Present |
| Eagle Strategies Llc | Tulsa | OK | 06/2025 | Present |
| Edison Financial Group, Llc D/B/A Edison Wealth Strategies | Tulsa | OK | 07/2025 | Present |
[OPERATING UNDER THE DBA NAME OF EDISON FINANCIAL GROUP, LLC D/B/A Edison Wealth Strategies FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; TULSA OK; START DATE: 07/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-08 |
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