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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-22 |
| CA | RA | APPROVED | 2010-05-06 |
Branch Locations
425 Market Street Suite 1800, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Francisco | CA | 03/2010 | Present |
| Nylife Securitites Llc | San Francisco | CA | 03/2010 | Present |
| Eagle Strategies Llc | San Francisco | CA | 05/2010 | Present |
| Council Financial And Insurance Services | San Francisco | CA | 08/2022 | 09/2025 |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products] INVESTMENT ADVISOR AFFILATED WITH EAGLE STRATEGIES LLC [Nihonmachi Little Friends; Preschool/daycare for kids ages 3-10.; 1830 Sutter Street SF CA 94115; Start Date 10/2019; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [San Francisco Business Allies; *******Same group, just a name change. This is a networking group of business owners. Seeking to develop relationships and refer to each other, and provide resources for my clients.; 425 Market Street Ste 1600 SF CA 94105; Start Date 10/2019; Role/Title: President; Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Glashaus Loop; Rental property ; 65 Glashaus Loop Emeryville CA 94608; Start Date 04/2023; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; rent, clean, list, advertise]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-22 |
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