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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-06-30 |
Branch Locations
2121 S. El Camino Real Suite 1200, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | San Mateo | CA | 02/2004 | Present |
| Nylife Securities | San Mateo | CA | 05/2007 | Present |
| Eagle Strategies Llc | San Mateo | CA | 06/2011 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 10/2009] [RENTAL PROPERTY; CHRISTIE AVE #5203, EMERYVILLE, CA 94608; SOLE OWNER OF PROPERTY; investment related; start date 10/2009; collect rent] [VOLUNTEER HOST IN A CHINESE RADIO; non INVESTMENT-RELATED; BAY AREA METRO RADIO-1395 YOSEMITE AVE, SAN FRANCISCO, CA 94124; COMMON ACTIVITIES ENJOYED BY YOUTH AND YOUNG ADULTS. SHARING POSITIVE ATTITUDE IN LIFE POSITION:VOLUNTEER; START DATE:APRIL 2012; # OF HRS/MONTH 2-HRS DEVOTED DURING SECURITIES HRS 2HRS] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life.; 51 Madison Ave, New York, NY 10010.; Start Date 09/2018; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-17 |
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