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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-18 |
| CA | RA | APPROVED | 2020-12-17 |
Branch Locations
Bishop Ranch 3 2633 Camino Ramon Suite 525, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Stockton | CA | 01/2004 | Present |
| Nylife Securities Llc | Stockton | CA | 06/2004 | Present |
| Eagle Strategies Llc | San Ramon | CA | 12/2020 | Present |
| Tpo Financial & Insurance Services | San Ramon | CA | 12/2022 | 05/2024 |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 3255 W MARCH LN. STOCKTON, CA 95219; AGENT; NO TRADING HOURS; start date 03/2008]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-30 |
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