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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-07-24 |
Branch Locations
25 Metro Drive Suite 300, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co. | San Jose | CA | 07/1998 | Present |
| Nylife Securities Inc. | San Jose | CA | 08/1998 | Present |
| Eagle Strategies | San Jose | CA | 09/2009 | Present |
| Hooz Wealth Strategies And Insurance Solutions, Llc. | San Jose | CA | 06/2026 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON REGISTERED PRODUCTS; INVESTMENT RELATED; START DATE 08/2007] [OPERATING UNDER THE DBA NAME OF Hooz Wealth Strategies and Insurance Solutions, LLC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SAN JOSE CA; START DATE: 06/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-23 |
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