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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-21 |
Branch Locations
910 Florin Road Suite 106, Sacramento, CA 95831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Roseville | CA | 08/1999 | Present |
| Eagle Strategies Llc | Sacramento | CA | 10/2021 | Present |
[INSURANCE BROKERING; APPOINTED TO VARIOUS CARRIERS FOR THE PURPOSE OF SELLING NON-REGISTERED PRODUCTS; INSURANCE BROKER;INVESTMENT RELATED; START DATE 10/2004][Davis Chinese Christian Church Mission Committee; Mission Committee Chairperson for Davis Chinese Christian Church. Promote and support international church mission projects. ; 536 Anderson Road, Davis, CA 95616; Start Date 07/2026; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; deacon]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-05 |
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