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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-18 |
Branch Locations
3530 Wilshire Blvd Suite 1600, Los Angeles, CA 90010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton | Los Angeles | CA | 01/2002 | 05/2019 |
| Unemployed | Los Angeles | CA | 06/2019 | 08/2022 |
| New York Life Insurance Company | Los Angeles | CA | 09/2022 | Present |
| Nylife Securities Llc | Los Angeles | CA | 12/2022 | Present |
| Eagle Strategies Llc | Los Angeles | CA | 10/2023 | Present |
[AGO Special Situations LP; Invest in private companies; 10833 Wilshire Blvd. Suite 205 Los Angeles, CA 90024; Start Date 01/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 3530 Wilshire Blvd. 16th Floor Los Angeles; Start Date 11/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-12 |
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