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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-21 |
Branch Locations
4365 Executive Drive Suite 800, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | San Diego | CA | 12/1985 | Present |
| Nylife Securities Inc. | San Diego | CA | 11/1987 | Present |
| Eagle Strategies Llc | San Diego | CA | 09/2021 | Present |
[Rental Property; Rental Property; 1240 India Street Unit#1600 San Diego, Ca. 92101; Start Date 05/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; landlord]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-29 |
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