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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-21 |
Branch Locations
Bishop Ranch #3, 2633 Camino Ramon Suite 525, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Funding | Walnut Creek | CA | 12/2011 | 07/2022 |
| New York Life Insurance Company | San Ramon | CA | 02/2024 | Present |
| Unemployed | Clayton | CA | 08/2022 | 02/2023 |
| American Income Life | Plano | TX | 02/2023 | 05/2023 |
| Peak American Life Insurance | Plano | TX | 06/2023 | 09/2023 |
| Unemployed | Clayton | CA | 10/2023 | 01/2024 |
| Nylife Securities Llc | San Ramon | CA | 10/2024 | Present |
| Eagle Strategies Llc | San Ramon | CA | 08/2025 | Present |
[Hidden Village Partners LLC; A 26 Unit apartment complex; 3430 SE Harrison Street, Milwaukie, OR 97222; 10% owner; 1 hour per month, 0 hours during securities trading hours; start 03/2020; real estate related] [Rental Property; start 03/2004; 646 S Colonial Court, Gilbert, AZ 85296; single dwelling rental property; 2100% owner; rental income; real estate related]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 2008-12-09 |
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