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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 | 2021-09-22 |
| CA | RA | APPROVED | 2016-08-15 |
Branch Locations
26501 Rancho Parkway South Suite 102, Lake Forest, CA 92630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Irvine | CA | 08/2016 | Present |
| New York Life Insuranc | Irvine | CA | 07/2016 | Present |
| Eagle Strategies Llc | Irvin | CA | 08/2016 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 8192 Sandcove Cir, Unit 206, Huntington Beach, CA 92646; Start Date: 06/2016; Role/Title: Insurance Broker; Investment related; 10 hours per month; 10 hours per month during securities trading hours] [Rental Property; Investment property that I will rent out in Reno, NV; 900 South Meadows Pkwy #5224 Reno, NV 89521; Start Date 12/2023; Role/Title: Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours][Huntington Beach Chamber of Commerce; Chamber of Commerce. Works with businesses in the city to provide information and support; 15744 Goldenwest Huntington Beach CA 92647; Start Date 08/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; secretary-take meeting minutes]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-07 |
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