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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-25 |
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 |
|---|---|---|---|---|
| New York Life Insurance Company | Bellevue | WA | 10/2002 | Present |
| Nylife Securities Llc | Bellevue | WA | 02/2003 | Present |
| Grace Wang Financial Associates | Bellevue | WA | 01/2014 | 01/2026 |
| Eagle Strategies Llc | Bellevue | WA | 06/2024 | Present |
| Openwin Financial & Insurance Services, Llc | Bellevue | WA | 01/2026 | Present |
[INSURANCE BROKER; ROLE: BROKER; COMPENSATION: COMMISSIONS;1-3 HOURS/MONTHLY; TAXABLE INCOME: 0; BROKERING OF NON-NYL PRODUCTS] [OPERATING UNDER THE DBA NAME OF OPENWIN FINANCIAL & INSURANCE SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ADDRESS: BELLEVUE, WA; START DATE: 01/2026] [RENTAL PROPERTY; 107 145TH AVE NE, BELLEVUE WA 98007; START DATE 03/2011; ROLE/TITLE: OWNER; INVESTMENT RELATED; 1 HOURS PER MONTH; 0.5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [4AV Win, LLC; holding a few apartment units in San Antonio TX; 11340 Alamo Rnch Pkwy, San Antonio, TX 78253; Start Date 09/2018; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-28 |
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