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Current Employers
Brilliant Financial Strategies Llc

Waco, TX • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-17
TX RA APPROVED 2021-11-19
  • CA RA
    APPROVED
    Since 2025-04-17
  • TX RA
    APPROVED
    Since 2021-11-19

Branch Locations

Waco, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2004 → 04/2018
    New York Life Insurance Company
    Los Angeles, CA
  • 07/2004 → 04/2018
    Nylife Securities Inc.
    Los Angeles, CA
  • 11/2011 → 04/2018
    Los Angeles, CA
  • 01/2011 → Present
    Clode Moradi Inc.
    La Crescenta, CA
  • 02/2018 → Present
    Waco, TX
Previous Registrations
Other Businesses

[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;]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-03
S63 Uniform Securities Agent State Law Examination 2000-10-18
  • S65 Uniform Investment Adviser Law Examination
    2011-11-03
  • S63 Uniform Securities Agent State Law Examination
    2000-10-18
Designations

View on SEC IAPD

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