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Waco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2021-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Los Angeles | CA | 05/2004 | 04/2018 |
| Nylife Securities Inc. | Los Angeles | CA | 07/2004 | 04/2018 |
| Eagle Strategies Llc | Los Angeles | CA | 11/2011 | 04/2018 |
| Clode Moradi Inc. | La Crescenta | CA | 01/2011 | Present |
| Brilliant Financial Strategies Llc | Waco | TX | 02/2018 | Present |
[ISMART, LLC BDA SMARTSTART INSURANCE SOLUTIONS; MEMBER; INVESTMENT RELATED; INSURANCE COMPANY OR AGENCY; 315 ARDEN AVE. SUITE 20, GLENDALE, CA 91203; LIFE, DISABILITY, LTC INSURANCE ; DUTIES: NONE DAILY, ONLY CONSULTING THROUGH BFS; 2019-08-15; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 3;]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-18 |
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