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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co. | St. Paul | MN | 05/1986 | Present |
| Nylife Securities Inc. | Bloomington | MN | 05/1986 | Present |
| Eagle Strategies Llc | Edina | MN | 12/2013 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 9/2003] [Christ Episcopal Church; Church Secretary; PO Box 58 Frontenac, MN 55026; Start Date 02/2024; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-01 |
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