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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-28 |
| CA | RA | APPROVED | 2005-04-15 |
Branch Locations
10 Saint Steven Court, Ladera Ranch, CA 92694 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Irvine | CA | 07/2002 | Present |
| Nylife Securities Llc | Irvine | CA | 07/2002 | Present |
| Ziegelmeier Financial And Insurance Services | Ladera Ranch | CA | 02/2014 | 02/2024 |
| Eagle Strategies Llc | Ladera Ranch | CA | 04/2005 | Present |
| Ziggy Financial & Insurance Services | Ladera Ranch | CA | 01/2024 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE 9/2006; INVESTMENT RELATED] [OPERATING UNDER THE DBA NAME OF ZIGGY FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LADERA RANCH, CA; START DATE: 01/2024] ]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-11 |
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