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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-06 |
Branch Locations
2400 E Katella Avenue Suite 800, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2008 | 08/2018 |
| Nylife Securities Llc | Brea | CA | 08/2018 | Present |
| New York Life Insurance Company | Brea | CA | 08/2018 | Present |
| Eagle Strategies Llc | Brea | CA | 08/2019 | Present |
| Coram Deo Insurance And Financial Services, Inc. | Brea | CA | 05/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 50 Beale Street San Francisco, CA 94105; Commissions; 3 hours per month] [Rental Property; townhome being rented out; 12135 Foster Rd. #2 Norwalk, CA 90650; Rental Income; 1 hour per month] [OPERATING UNDER THE DBA NAME OF Coram Deo Insurance and Financial Services, Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BREA CA; START DATE: 05/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-19 |
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