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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 2020-12-18
CA RA APPROVED 2007-05-01
  • TX RA
    APPROVED_RES
    Since 2020-12-18
  • CA RA
    APPROVED
    Since 2007-05-01

Branch Locations

2121 41St Ave. Suite 208, Capitola, CA 95010 • United States

1731 Technology Drive Suite 300 And 400, San Jose, CA 95110 • 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
New York Life Insurance Company San Jose CA 02/2005 Present
Nylife Securities Inc. San Jose CA 06/2005 Present
Flynn Wealth Strategies And Insurance Solutions, Inc. Capitola CA 12/2014 Present
Biggr Wealth Strategies And Insurance Solutions, Llc Capitola CA 02/2023 Present
  • 02/2005 → Present
    New York Life Insurance Company
    San Jose, CA
  • 06/2005 → Present
    Nylife Securities Inc.
    San Jose, CA
  • 12/2014 → Present
    Flynn Wealth Strategies And Insurance Solutions, Inc.
    Capitola, CA
  • 02/2023 → Present
    Biggr Wealth Strategies And Insurance Solutions, Llc
    Capitola, CA
Other Businesses

[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: Passive Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2121 41st Avenue, Suite 208, Capitola, CA 95010; 15 hours per month; commissions] [OPERATING UNDER THE DBA NAME OF FLYNN WEALTH STRATEGIES AND INSURANCE SOLUTIONS, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CAPITOLA, CA; START DATE: 12/2014] [The Impact Entrepreneur Show Podcast; A once a week podcast that interviews a entrepreneurs from non-financial industries. We go beyond just discussing success and failure, and dive into what really drives them to do what they do and discuss the impact they hope to have in the world.; 1840 41st Ave, Suite 102-172, Capitola, Ca 95010; Start Date 04/2011; Role/Title: Owner; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BIGGR 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; OWNER; Capitola, CA; START DATE: 02/2023][1606 Arcadia Rental; Short Term Rental Property; 1606 Arcadia Ave, South Bend, IN 43365; Start Date 09/2024; Role/Title: Investor; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-26
S63 Uniform Securities Agent State Law Examination 2005-06-23
  • S65 Uniform Investment Adviser Law Examination
    2007-04-26
  • S63 Uniform Securities Agent State Law Examination
    2005-06-23
Other Names
  • Michael Jerome Flynn

View on SEC IAPD

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