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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 | 2026-01-26 |
| CA | RA | APPROVED | 2019-09-23 |
Branch Locations
26501 Rancho Pkwy South Suite 102, Lake Forest, CA 92630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Irvine | CA | 12/2013 | Present |
| Burton Financial & Insurance Services | Laguna Hills | CA | 10/2012 | Present |
| Eagle Strategies Llc | New York | NY | 09/2019 | Present |
[Dana Point Youth Baseball; local youth baseball league; 34052 Del Obispo Street, Dana Point, CA 92629; Start Date 04/2021; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Board member for a youth baseball league in my area. focus on coaching, coaching development, league organization. Also, I'm the current league treasurer. I oversee the spending of president and vice president as well as the simple accounting via quickbooks]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-02 |
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