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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-12-22
CA RA APPROVED 2014-12-15
  • TX RA
    APPROVED_RES
    Since 2017-12-22
  • CA RA
    APPROVED
    Since 2014-12-15

Branch Locations

Yorba Linda, CA • United States

2400 E. Katella Ave Suite 800, Anaheim, CA 92806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Brea CA 09/2014 Present
New York Life Brea CA 08/2014 Present
Eagle Strategies Llc Brea CA 12/2014 Present
Kinjo Insurance And Financial Services Anaheim CA 07/2020 Present
  • 09/2014 → Present
    Nylife Securities Llc
    Brea, CA
  • 08/2014 → Present
    New York Life
    Brea, CA
  • 12/2014 → Present
    Brea, CA
  • 07/2020 → Present
    Kinjo Insurance And Financial Services
    Anaheim, CA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 675 Placentia Ave Brea, CA 92821; Start Date 05/2016; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [NYLARC Holding Company; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave, NY, NY 10010; Start Date 07/2017; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KINJO INSURANCE AND FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ANAHEIM, CA; START DATE: 07/2020][Genki; Book Author-book to share my family and my personal experience in life; 3917 Diamond Hill, Yorba Linda CA 92886; Start Date 01/2026; Role/Title: Author; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-10
S63 Uniform Securities Agent State Law Examination 2003-03-03
  • S66 Uniform Combined State Law Examination
    2014-11-10
  • S63 Uniform Securities Agent State Law Examination
    2003-03-03

View on SEC IAPD

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