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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-28 |
| CA | RA | APPROVED | 2004-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins | Brea | CA | 08/2003 | Present |
| Nylife Securities Inc. | Brea | CA | 12/2003 | Present |
| Dh Financial Consulting Services, Inc. | Upland | CA | 10/2007 | 02/2018 |
| Eagle Strategies Corp. | Pomona | CA | 03/2004 | Present |
| Dh Financial & Insurance Services | Upland | CA | 04/2009 | Present |
| Biggr Wealth Strategies And Insurance Solutions, Llc | Upland | CA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-21 |
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