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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-06-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ortho Montana | Billings | MT | 03/2023 | 11/2024 |
| Executive Property Services | Billings | MT | 06/2022 | 02/2023 |
| Unemployed | Billings | MT | 10/2020 | 05/2022 |
| The Masonry Center | Billings | MT | 10/2019 | 02/2020 |
| U.S. Census Buerau | Billings | MT | 07/2020 | 09/2020 |
| Unemployed | Billings | MT | 03/2020 | 06/2020 |
| Unemployed | Billings | MT | 08/2019 | 09/2019 |
| Scl Heights Family Practice | Billings | MT | 06/2017 | 08/2019 |
| Applebees Bar And Grill | Billings | MT | 07/2016 | 08/2017 |
| Msu Billings | Billings | MT | 08/2014 | 05/2017 |
| New York Life | Billings | MT | 06/2024 | Present |
| Nylife Securities, Llc | Billings | MT | 02/2025 | Present |
| Eagle Strategies Llc | Billings | MT | 06/2026 | Present |
| Retirement Solutions | Billings | MT | 07/2026 | Present |
[DoorDash; Delivering food on the side to help pay bills; 303 2nd Street, San Francisco, CA 94107; Start Date 06/2025; Role/Title: Employee; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][Security View LLC; Manufacturer of portable security cameras systems and technology infrastructure ; 5875 Stearns Circle Billings MT 59101; Start Date 12/2025; Role/Title: Employee; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RETIREMENT SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (BILLINGS, MT); START DATE: 07/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-04 |
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