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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2017-01-20 |
Branch Locations
17291 Irvine Blvd Suite 255, Tustin, CA 92780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Irvine | CA | 12/2006 | Present |
| Nylife Securities, Llc | Irvine | CA | 08/2007 | Present |
| R.H. Morris Insurance And Financial Services | Tustin | CA | 05/2010 | 11/2023 |
| Eagle Strategies Llc | Tustin | CA | 04/2014 | Present |
| Jjp Insurance Services | Tustin | CA | 05/2010 | Present |
| Axiom Financial & Insurance Solutions | Tustin | CA | 06/2019 | Present |
BROKERING. GETTING PAID THROUGH COMMISSIONS. [OPERATING UNDER THE DBA NAME OF JJP INSURANCE SERVICES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; TUSTIN, CA; START DATE: 05/2010] [OPERATING UNDER THE DBA NAME OF AXIOM FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; TUSTIN, CA; START DATE: 06/2019]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-14 |
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