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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-11 |
| MI | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Grand Rapids | MI | 12/2024 | Present |
| New York Life Insurance Company | Grand Rapids | MI | 10/2024 | Present |
| Intuit, Inc. | Mountain View | CA | 03/2015 | 09/2024 |
| Eagle Strategies Llc | Byron Center | MI | 06/2025 | Present |
| Potjer Financial Resources | Byron Center | MI | 09/2025 | Present |
[Doulos Discovery Ministries; a US 501(c)3 which supports the efforts of Doulos Discovery School, a nonprofit Pre-K - 12 Christian School in the Dominican Republic; PO Box 3080 Burnsville, MN 55337; Board Member; 8 hours per month, 0 hours during securities trading hours; Board Treasurer and assist the staff with Financial questions as well as make decisions; non-investment related] [Byron Center Christian School; a Pre-K - 8th Grade School in Byron Center, MI which exists to provide for the children of the Christian community an excellent education, rooted in God's Word, that prepares them for lifelong service in God's Kingdom; 8840 Byron Center Ave. Byron Center, MI 49315; start 07/2024; 4 hours per month, 0 hours during securities trading hours; Treasurer - Finance Committee, Executive Committee member, and Philanthropy Committee member. Make strategic decisions and vote on matters impacting the school; non-investment related][J&B Group; Partner in a rental home that has been used as a Short Term Rental in the past (no longer actively advertised); 465 Lone Eagle Dr. Granby CO 80446; Start Date 06/2018; Role/Title: Partner; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; email guests, manage cleaning crew and other maintenance as necessary][Hope Floats Group; This is our family cottage on Stony Lake near New Era, Michigan. My business partner and I rent this our for a few weeks each summer on VRBO / AirBnB; 7804 W James Dr. New Era MI 49446; Start Date 01/2023; Role/Title: Partner; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [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]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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