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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-27 |
Branch Locations
1255 W Colton Avenue Suite 104, Redlands, CA 92374 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | San Bernardino | CA | 06/2008 | Present |
| Nylife Securities Llc | San Bernardino | CA | 02/2009 | Present |
| Eagle Strategies Llc | San Bernardino | CA | 02/2013 | Present |
| Generations Capital Strategies & Insurance Solutions | San Bernardino | CA | 03/2014 | 06/2025 |
| Eagle Stgrategies Llc | Redlands | CA | 10/2023 | Present |
| Blue Cedar Financial And Insurance Solutions | Redlands | CA | 06/2025 | Present |
[INSURANCE BROKERING; BROKERING OF INSURANCE AND ANNUITY PRODUCTS.; 451 E. VANDERBILT WAY SUITE 400 SAN BERNARDINO, CA 92408; START DATE 10/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF BLUE CEDAR FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (REDLANDS, CA); START DATE: 06/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-21 |
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