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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-12-11 |
Branch Locations
3255 West March Lane Ste. 300, Stockton, CA 95219 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Stockton | CA | 11/2006 | Present |
| Nylife Securities | Stockton | CA | 12/2006 | Present |
| Eagele Strategies | Stockton | CA | 03/2009 | Present |
| Brink & Berg Financial & Insurance Solutions | Stockton | CA | 03/2011 | 09/2016 |
[[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 3255 W. March Ln. STE 300 Stockton CA 95219; Start Date 11/2016; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [farm and rental property; I inherited part of a ranch and home. I receive rental income on both.; 1700 Duncan Rd. Linden CA 95236; Start Date 11/2006; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-16 |
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