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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-23 |
| TN | RA | APPROVED | 2022-01-27 |
| TX | RA | APPROVED | 2015-02-09 |
Branch Locations
6795 N Palm Ave Suite 110, Fresno, CA 93704 • United States
7311 Nolensville Road, Nolensville, TN 37135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Fresno | CA | 08/2001 | Present |
| Falcon Financial And Insurance Solutions, Inc. | Fresno | CA | 07/2016 | Present |
| Nylife Securities Llc | Fresno | CA | 08/2001 | Present |
| Eagle Strategies Llc | Fresno | CA | 12/2007 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 205 E. River Park Circle Suite 223, Fresno, CA 93720; Start Date 02/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Heirloom Adventures, LLC; Real Estate Holding company for my personal real estate holdings outside of my primary residence. 7311 Nolensville Rd, Nolensville, TN 37135.; 3178 Chase Point Dr, Franklin, TN 37067; Start Date 05/2024; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-13 |
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