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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-21 |
| VA | RA | APPROVED | 2010-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Fairfax | VA | 02/2001 | Present |
| Nylife Securities Llc | Vienna | VA | 03/2001 | 03/2017 |
| Eagle Strategies Llc | Vienna | VA | 04/2010 | 03/2017 |
| Sonrise Strategies, Llc | Vienna | VA | 03/2019 | Present |
| Eagle Securities Llc | Vienna | VA | 03/2017 | Present |
| Nylife Securities Llc | Vienna | VA | 03/2017 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 3605 - D Chain Bridge Rd. Fairfax, VA 22030; Start Date 09/2017; Role/Title: Insurance Broker; Investment Related; 15 hours per month; 15 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SON RISE STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FAIRFAX VA; START DATE: 03/2019] [BetterALife; providing meals for hungry families; 201 N. Maple Ave. Unit F Purcellville, VA 20132; Start Date 03/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; reporting to the board on the Assets and Liabilities of the organization][Purcellville Business Association; Hold meetings to bring business owners in the town of Purcellville together to network and learn about the state of the town.; P.O. Box 567 Purcellville, VA 20134; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Plan activities for the members]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-23 |
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