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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-17 |
Branch Locations
1201 Pacific Ave Suite 1600, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Tacoma | WA | 07/2024 | Present |
| University Of Montana | Missoula | MT | 08/2023 | 06/2024 |
| Health Care Alternatives | Mesa | AZ | 01/2023 | 07/2023 |
| Rocky Mountain College | Billings | MT | 08/2019 | 01/2023 |
| Unemployed | Bloomsburg | PA | 06/2019 | 08/2019 |
| Wellsboro Area High School | Wellsboro | PA | 08/2015 | 06/2019 |
| Nylife Securities Llc | Tacoma | WA | 08/2024 | Present |
| Beijing Bob's Fireworks | Stevensville | MT | 09/2024 | Present |
| Slusser Financial, Llc | Tacoma | WA | 03/2025 | Present |
| Eagle Strategies Llc | Tacoma | WA | 07/2025 | Present |
[Beijing Bob's Fireworks; Running a fireworks stand for 7 days; 919 Westluck Dr, Stevensville, MT 59870; Start Date 07/2025; Role/Title: Employee; Not Investment Related; 40 hours per month; 40 hours per month during securities trading hours; Selling fireworks in a stand for 7 days] [OPERATING UNDER THE DBA NAME OF SLUSSER FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (TACOMA, WA); START DATE: 03/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-20 |
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