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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Grand Rapids | MI | 01/2024 | Present |
| Grand Valley State University | Allendale | MI | 08/2021 | 04/2025 |
| Nylife Securities Llc | Grand Rapids | MI | 07/2024 | Present |
| Reeths Puffer Public Schools | Muskegon | MI | 09/2013 | 07/2021 |
| Potjer Financial Resources | Byron Center | MI | 09/2025 | Present |
| Eagle Strategies Llc | Byron Center | MI | 05/2026 | Present |
[OPERATING UNDER THE DBA NAME OF POTJER FINANCIAL RESOURCES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (BYRON CENTER, MI); START DATE: 09/2025][Anchor Point LLC; owns 618 Pettibone Ave Nw, Grand Rapids, MI 49504; Start Date 04/2026; Role/Title: Owner; Investment Related; 8 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-14 |
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