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Kevin James Tostado

Eagle Strategies LLC

San Diego, CA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-25
CA RA APPROVED 2024-07-23
  • TX RA
    APPROVED_RES
    Since 2024-07-25
  • CA RA
    APPROVED
    Since 2024-07-23

Branch Locations

4365 Executive Drive Suite 800, San Diego, CA 92121 • 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
Tostie Productions, Llc San Diego CA 05/2004 Present
New York Life Insurance Company San Diego CA 01/2023 Present
Nylife Securities Llc San Diego CA 01/2023 Present
Kevin James Tostado Advisory Services San Diego CA 01/2022 12/2022
Eagle Strategies Llc San Diego CA 07/2024 Present
  • 05/2004 → Present
    Tostie Productions, Llc
    San Diego, CA
  • 01/2023 → Present
    New York Life Insurance Company
    San Diego, CA
  • 01/2023 → Present
    Nylife Securities Llc
    San Diego, CA
  • 01/2022 → 12/2022
    Kevin James Tostado Advisory Services
    San Diego, CA
  • 07/2024 → Present
    San Diego, CA
Previous Registrations
  • 2022-03-02 → 2022-12-07
    Kevin James Tostado Advisory Services
    San Diego, CA
Other Businesses

[Tostie Productions, LLC; own copyrights in multiple motion pictures that I have produced and directed.; 6202 Merced Lake Ave, San Diego, CA 92119; start 09/2012; Profit; 1 hour per month, 0 hours during securities trading hours; 100% owner; noninvestment related; royalties] [Our Lady of Grace Catholic School Parent Teacher Group Board; The role of the Parent Teacher Group Board is to involve all parents in a supportive role in various aspects of the school, to provide social opportunities for families, and promote a sense of belonging within the school, parish, and local community.; 2766 Navajo Rd, El Cajon, California 92020; Start Date 08/2023; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; I am a Board Member at Large and have no functions related to money, investing, fundraising, etc.] [NAIFA - San Diego; Financial professionals seek out NAIFA to surround themselves with like-minded people, to further their professional development, and to increase their professionalism in their practice, advocacy efforts & community involvement.; 1000 Wilson Boulevard, Suite 1890, Arlington, VA 22209; Start Date 02/2024; Role/Title: Committee Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 4365 Executive Dr #800, San Diego CA 92121; Start Date 06/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][San Carlos Area Council; "SCAC is the Town Council of San Carlos. Our purpose is to further community interests through forums (public & virtual), to explore and share neighborhood news, and to promote community activities."; 7265 Jackson Drive, San Diego CA 92119; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-03-17
S65 Uniform Investment Adviser Law Examination 2021-12-01
  • S63 Uniform Securities Agent State Law Examination
    2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2021-12-01
Designations

View on SEC IAPD

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