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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-28 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Strategies Llc | Bellevue | WA | 05/2026 | Present |
| Pn Construction | Kent | WA | 06/2004 | 12/2023 |
| New York Life Insurance Co. | Bellevue | WA | 12/2023 | Present |
| Nylife Securities Llc | Bellevue | WA | 02/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 300 Corporate Pointe, Suite 250, Culver City CA 90230; Start Date 11/2024; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-25 |
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