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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 | 2019-08-23 |
| CA | RA | APPROVED | 2007-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Roseville | CA | 11/2003 | Present |
| Nylife Securities | Roseville | CA | 06/2004 | Present |
| Packard Financial & Insurance Services | Auburn | CA | 06/2008 | Present |
| Eagle Strategies Llc | Roseville | CA | 06/2007 | Present |
[PACKARD FINANCIAL & INSURANCE SERVICES,;;ONE CALIFORNIA STREET, SUITE C, AUBURN, CA 95603; APPOINTED TO VARIOUS OUTSIDE INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [Streetscape History and Art Advisory Committee; The committee is organized by the City of Auburn to review engraved tile nominations for Central Square in downtown Auburn, California.; 1225 Lincoln Way, Auburn, CA, 95603; Start Date 01/2021; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours;Coordinate meetings, prepare agendas, manage the database of tiles that have been placed, edit tile wording, define the process for tiles to be nominated then placed in Central Square]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-06 |
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