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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-22 |
| CA | RA | APPROVED | 2008-10-27 |
Branch Locations
2020 Main Street 10Th Floor, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Irvine | CA | 09/2007 | Present |
| Nylife Securities Llc | Irvine | CA | 09/2007 | Present |
| Eagle Strategies | Artesia | CA | 10/2008 | Present |
| Dynamic Wealth & Insurance Solutions, Inc. | Irvine | CA | 01/2012 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 10/2010] [OPERATING UNDER THE DBA NAME OF DYNAMIC WEALTH & INSURANCE SOLUTIONS, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; IRVINE, CA; START DATE: 01/2012] [NYLARC Holding company; Reinsuring the life insurance that I write with New York Life; 51 Madison ave, NEW YORK, New York 10010; Start Date 07/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Greens Development, Inc.; We are interested in investing into a Hotel conversion. acquire the business and land and renovate and operate a newer hotel.; 8000 Parkway Dr. La Mesa, CA 91942; Start Date 04/2021; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [Lime Therapeutics, Inc.; It is biotech that is using a medical device to identify lipids in animals to check if certain cancer drugs can kill the lipids and essentially starve the cancer by not having a resource for the cancer to live off of.; 450 E 63rd St., #3J, NY, NY, 10065; Start Date 07/2022; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [Zaven Asset Group, LLC; rental property; 2518 N LA COLINA CT, ORANGE, CA 92867; Start Date 03/2026; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-26 |
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